Applies To:
All Portfolio Managers, Advisors, Wealth Planners, and support staff.
Eligible account types: Spousal RSP
You can submit a contribute from Spousal RSP account request from a client’s CRM Contact Record to Add funds to a client’s Optimize investment account. Use the instructions below to ensure the account is eligible, the correct banking details are on file, and that you’ve accounted for any contribution limits or special account-type requirements.
When to Submit a Contribution from an Spousal RSP Account Request
- The client’s authorization to process the transfer.
- The correct source and destination accounts selected for the contribution.
- A clear specification of whether the contribution is full or partial.
- Confirmation of whether the source of funds is 'Model' or 'All'.
How to Submit a Contribution from an Spousal RSP Account Request
To submit an contribution from an investment account request, you’ll use the Service Extension on the client’s CRM Contact Record. For Spousal RSPs, the general instructions below apply.
How to Submit a Contribution from an Spousal RSP Account
- Search for the client’s contact in the HubSpot Search bar and open the client’s CRM Contact record page.
- Navigate to the Servicing (Service Request) tab in the middle panel of the contact record.
- Click on Cash and Security Management→ Add Funds.
- Select Contribute From Investment Account.
- Select the Spousal RSP as the To Account.
- Select the From Account.
- Specify the Amount Type:
- Full or Partial
- Specify the source of funds: Model or All
- Specify the contribution amount.
- Review the details carefully, then click Submit.
Tip: Double-check that all account details are correct before submission to prevent delays.
After Submitting the Request
A new service request ticket will be created. You can locate it:
- In the Right-Side Panel of the client's CRM Contact Record under Tickets.
- In the Add Funds Pipeline, where you can track the progress and confirm when the request is completed.
Processing Timelines
- In-Kind: Typically 2-3 business days after the ticket has been submitted and completed any applicable review.
- In-Cash: Typically 2-3 business days after the ticket has been submitted and completed any applicable review.