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How to Submit a withdraw to investment account request (RRSP)

Learn how to submit a ticket to withdraw to an Investment Account from an RRSP

Applies To:

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

Eligible account types: RRSP

You can submit a withdraw to investment account request from a client’s CRM Contact Record to withdraw from a client’s Optimize RRSP account into another investment account. Use the instructions below to ensure the account is eligible, that the correct banking and destination account details are on file, and that you have accounted for RRSP withdrawal rules and withholding tax considerations.

When to Submit an RRSP withdraw to investment account request

  • The client’s authorization to process the withdrawal.

  • The correct source (RRSP) and destination investment account selected for the withdrawal.

  • A clear specification of whether the withdrawal is full or partial.

  • Confirmation of whether the withdrawal is In-Cash only (RRSP withdrawals to investment accounts cannot be In-Kind).

  • Confirmation of whether the source of funds is 'Model' or 'All'.

How to Submit an RRSP withdraw to investment account request

To submit a withdrawal to investment account request from an RRSP, use the Service Extension on the client’s CRM Contact Record. Follow the general instructions below for processing the withdrawal.

  1. Search for the client’s contact in the HubSpot Search bar and open the client’s CRM Contact record page.
  2. Navigate to the Servicing (Service Request) tab in the middle panel of the contact record.
  3. Click on Cash and Security Management → Withdraw Funds.


  4. Select Withdraw to Investment Account.


  5. Select the RRSP Account.


  6. Select the To Account.


  7. Specify the Amount Type:
    • Full or Partial
  8. Specify the Source of Funds:
    • Model or All


  9. If you have selected a partial withdrawal, confirm the gross amount and specify whether the administrative fee should be included or excluded.

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

Processing Timelines

  • In-Kind withdrawals: Typically 4 business days after the ticket has been submitted and completed any applicable review.
  • In-Cash withdrawals: Typically 7-11 business days after the ticket has been submitted and completed any applicable review.