Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How to Submit a Grant Third-Party Online Access Request

Learn how to grant online access to a third party for a client’s account to ensure secure and authorized viewing of account information.

Applies To:

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

  • Eligible account types: Cash, TFSA, RIF, RRSP, LIRA, LIF, Spousal RSP, Spousal RIF, and RESP

You can submit a Third-Party Online Access request from the client’s CRM Contact Record. Use the instructions below to ensure the correct access is granted and proper authorization is provided.

When to Submit a Grant Third-Party Online Access Request

  • A client wishes to provide a spouse, family member, or trusted third party with view-only access.

  • A caregiver or legal representative requires online access.

  • A client wants to centralize access across multiple accounts.

How to Submit a Grant Third-Party Online Access Request

To submit a Third-Party Online Access request, you'll use the Service Extension on the client’s CRM Contact Record. There are two distinct submission methods and workflows: Wet Signature, which involves downloading the pre-populated document and getting it physically signed. Electronic Signature, which automatically generates the required forms and sends them to the client through DocuSign.

Although both methods are valid, we strongly recommend using Electronic Signature whenever possible for real-time tracking, reduced errors, and faster turnaround times.

Learn more about Wet Signature Flexibility

How to Submit a Grant Third-Party Online Access Request 

  1. Navigate to the Client’s CRM Contact Record

  2. Go to the Servicing Tab

  3. Select Account Administration → Document Delivery & Online Access

  4. Select “Third Party Online Access” as your request type

  5. Select the appropriate submission option, either Wet Signature or Electronic Signature.


  6. Select the Account Root

    1. This is the main account the third party will have access to

  7. Enter Designated Person Details:

    1. First Name

    2. Last Name

  8. Review and Submit

    1. Once the information is confirmed, click Submit to create the service request ticket

Please note:  After submitting your request, the system will automatically create a ticket and send the paperwork directly to your client via DocuSign for electronic signatures.

If you select the wet signature option, you'll need to download the pre-populated forms for your client to sign manually.

After Submitting the Request

Once the request has been submitted, a ticket will be created and associated with the client's contact record. You can view it:

  • In the Right-Side Panel of the client’s CRM Contact Record under Tickets

  • In the Account Administration ticket pipeline, where you can track the request status

Processing Times

  • Wet Signature Submission: Processed within 1–2 business days

  • Electronic Signature Submission: Typically completed within 1 business day after receiving signed documents