The processing times for account administration requests can vary depending on the type of request. Below are the typical completion times for different types of account administration requests.
Banking Update
Banking updates are completed within 5 business days after submitting a service request. To learn more about banking updates, read this article.
Beneficiary Update
Beneficiary updates are processed within 5 business days after submitting a service request. To learn more about beneficiary updates, read this article.
Document Delivery
Document delivery is typically completed within 3 business days after the request is submitted. To learn more about document delivery, read this article.
Add/Update Power of Attorney (POA)
Requests to add or update a Power of Attorney (POA) are completed within 10 business days after submission. To learn more about adding or updating a POA, read this article.
Book Value Adjustment
Book value adjustments are processed within 7 business days after submitting a service request. To learn more about book value adjustments, read this article.
Cancel/Correct
Cancellation or correction requests are typically completed within 14 business days after submission. To learn more about cancellation or correction requests, read this article.
Client Passed Away
Requesting to indicate that a client has passed is completed within 3 business days after submission.
Credit Client Account
Credit requests to a client’s account are processed within 5 business days after submission. To learn more about crediting a client account, read this article.
Estate Processing
Estate processing requests are typically completed within 20 business days after submission. To learn more about estate processing, read this article.
Home Buyers Plan
Requests related to the Home Buyers Plan are completed within 7-11 business days after submission. To learn more about the Home Buyers Plan, read this article.
Life Long Learning Plan
Requests for the Life Long Learning Plan are processed within 7-11 business days after submission. To learn more about the Life Long Learning Plan, read this article.
Tax Slip Corrections
Corrections to tax slips are completed within 10 business days after submitting a service request. To learn more about tax slip corrections, read this article.
Tax Slip Duplicates
Requests for duplicate tax slips are processed within 10 business days. To learn more about obtaining tax slip duplicates, read this article.
Unlocking
Unlocking requests are typically completed within 7-11 business days after submission. To learn more about unlocking, read this article.
50% Unlocking (Alberta)
50% unlocking requests in Alberta are processed within 4 business days. To learn more about 50% unlocking in Alberta, read this article.
50% Unlocking (Non-Alberta)
50% unlocking requests outside of Alberta are completed within 4 business days. To learn more about 50% unlocking outside of Alberta, read this article.
Update Account Documentation
Updates to account documentation are completed within 7 business days after submission. To learn more about updating account documentation, read this article.
Update Account Legislation
Changes to account legislation are processed within 7 business days after submitting a request. To learn more about updating account legislation, read this article.
Update Address
Address updates are completed within 7 business days after submission. To learn more about updating your address, read this article.
Update Date of Birth (DOB)
Requests to update the date of birth are processed within 7 business days. To learn more about updating your date of birth, read this article.
Update Emails
Email updates are completed within 7 business days after submission. To learn more about updating your email, read this article.
Update Name
Name updates are processed within 7 business days after submitting a request. To learn more about updating your name, read this article.
Update Phone Number
Phone number updates are completed within 7 business days after submission. To learn more about updating your phone number, read this article.
Update Social Insurance Number (SIN)
Updates to the Social Insurance Number (SIN) are processed within 7 business days. To learn more about updating your SIN, read this article.
For a full list of our processing times, please view this page.