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How to add/remove accounts from applications

Learn how to add and remove accounts from new account applications

Applies to:

  • All Portfolio Managers, Advisors, Wealth Planners, and support staff.

When working with new account applications, it’s not uncommon for clients to change their minds about which account types they want to open. Whether you’re adding a new account type (like a TFSA or LIRA) or removing an account that was selected in error, making these updates is quick and straightforward directly from the ticket.

How to Add an Account to an Application

  1. Navigate to the Client's CRM Contact Record

  2. Go to the Overview Tab

  3. Open the relevant New Account Application ticket

  4. Scroll to the 'Request Details' section

  5. Click 'Add / Remove' under 'Selected Account Types to Open'

  6. In the pop-up window, check the boxes next to the account types you want to add
    (e.g. TFSA - CAD, LIRA - CAD, RESP - CAD, etc.)

  7. On the bottom right, click "Save".

  8. Review to ensure the newly added accounts now appear under ‘Selected Account Types to Open’

How to Remove an Account from an Application

  1. Navigate to the Client's CRM Contact Record

  2. Go to the Servicing Tab

  3. Open the relevant New Account Application ticket

  4. Scroll to the 'Request Details' section

  5. Click 'Add / Remove' under 'Selected Account Types to Open'

  6. In the pop-up window, uncheck the boxes next to the account types you want to remove

  7. On the bottom right, click "Save"

  8. Review to ensure the removed accounts no longer appear under ‘Selected Account Types to Open’

Please Note: Cash and TFSA accounts cannot be opened for non-Canadian residents. Make sure to verify the client’s residency status before making changes.