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How to Cancel a New Account Application

Learn how to cancel a new account application 

Applies To: 

  • All Portfolio Managers, Advisors, Wealth Planners, and support staff.
  • Eligible account types: Cash accounts, Joint accounts, Margin accounts, TFSA, RRSP, RESP, RDSP, FHSA, RIF, LIF, LIRA, and Trust accounts.  

You can cancel a new account application from a client’s CRM Contact Record. Use the instructions below to ensure requests are processed correctly.

When to Submit a Cancel Request 

  • A client notices an error in a recently processed new account application.
  • A client wants to cancel a new account application entirely.

How to Submit a Cancel Request

To submit a Cancel request, you'll use the Service Extension on the client's CRM Contact Record.

How to Submit a Cancel Request 

  1. Navigate to the side toolbar
  2. Select the CRM subheading 
  3. Click on Tickets 
  4. Scroll down to find "New Account Applications" in the search bar
  5. Use the board view to monitor ticket stages
  6. Check the status of your ticket currently in the "In Review" stage of the pipeline.
  7. Within the Servicing tab, click on the 'Actions' button to proceed.
  8. From the dropdown menu, select the 'Cancel' option.
  9. Once completed, the ticket will be moved to the "Completed" stage and highlighted in yellow. 

Please Note: A new account application can only be cancelled while it is in the "In Review" stage of the pipeline.

Processing Times

  • The new account application will be cancelled immediately upon submission of the cancellation request.