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How to Submit a Update Government-Issued ID

Learn how to submit a request to Update Government-Issued ID to the client's account.

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, and Trust accounts.

You can submit an Update Government-Issued ID request from the client’s CRM Contact Record. Use the instructions below to ensure the request meets the eligibility requirements and the correct details are provided.

When to Submit an Update Government-Issued ID Request

  • Change of Legal Name.
  • Change in Residency Status or Address.
  • Upgrade from Temporary to Permanent ID.
  • Expired ID.
  • Correction of Personal Details.

How to Submit a Update Government-Issued ID

To submit an Client ID Update, you'll use the Service Extension on the client's CRM Contact Record.

  1. Navigate to the Client's CRM Contact Record
  2. Go to the Servicing Tab
  3. Select Account Administration → Update Account Documentation

  4. Select Update Government-Issued ID

  5. Select the Account Root
  6. Upload Required Documents:
    • Updated ID
  7. Review & Submit
    • Once you confirm the details, click Submit to create the service request ticket.

Tip: Double-check the uploaded ID to ensure all information is accurate and that it has not expired to prevent processing 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 Account Administration Pipeline, where you can track the progress and confirm when the request is completed.

Processing Times

  • Typically 7 business days after the ticket has been submitted and completed any applicable review.