How to Stop a Pre-Authorized Contribution Plan (PAC)

Applies To:

All Portfolio Managers, Advisors, Wealth Planners, and support staff.
Eligible account types: Cash, RESP, TFSA, RRSP, Spousal RRSP, FHSA, and RDSP

You can submit a Stop Plan request from a client’s CRM Contact Record to halt scheduled recurring electronic contributions to a client's Optimize account. Use the instructions below to ensure the PAC is stopped correctly, the request is processed efficiently, and any applicable restrictions or special account-type requirements are considered.

When to Submit a Pre-Authorized Contribution Plan Stop Request

A client wants to discontinue their regular, recurring contributions to their Optimize Account.
A client’s financial situation has changed, and they no longer want to make automated contributions.
A client has requested to change their contribution strategy and needs to stop the current PAC before establishing a new one.

How to Submit a Pre-Authorized Contribution Plan Stop Request

To submit a pre-authorized contribution request, you'll use the Service Extension on the client's CRM Contact Record.

How to Submit a Stop Plan Request

Navigate to the Client's CRM Contact Record
Go to the Servicing Tab
Select Plans → Manage Plans
Select "PAC" as your request type.
Select the Target Plan.
- (Only active plans will be displayed)
Select the red 'Stop Plan' button at the bottom to finalize your request.
Review & Submit
- Once you confirm the details, click Submit to create the service request ticket.

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 Plans Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

Typically 3 business days after the ticket has been submitted and completed any applicable review.