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How to Submit an Authorize Information Sharing Request

Learn how to submit a request to Authorize Information Sharing on their Optimize 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 Authorize Information Sharing update from a client’s CRM Contact Record. Follow the steps below to ensure all required information and documents are submitted correctly.

When to Submit an Authorize Information Sharing Request

A client wants to add or update an individual authorized to receive information about their Optimize account.

How to Submit an Authorize Information Sharing Request

To submit an Authorize Information Sharing request, use the Service Extension on the client’s CRM Contact Record. When submitting the request, 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 an Authorize Information Sharing Request 

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

  4. Choose Authorize Information Sharing as the request type.

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

  6. Enter the Authorized Individual’s Details within the same submission form:
    • Authorized Individual Name – The full name of the authorized individual.
    • Authorized Individual Relationship to Client – The individual’s relationship to the client (e.g., spouse, legal representative, etc.).
    • Authorized Individual Phone Number – The authorized individual’s contact number.
    • Authorized Individual Email– The authorized individual’s email address.



  7. Review & Submit
    • Once all fields and documents are completed, 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

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

  • Wet Signature Submission: Typically 10 business days after the ticket has been submitted and completed any applicable review.
  • Electronic Signature Submission: Typically 1 business day after the ticket has been submitted and completed any applicable review.