Submit a request for an RESP Breakdown
If you are unsure about the performance of your RESP or want to have a better understanding of how your savings are growing, it is highly recommended to request a detailed breakdown of RESP components. This breakdown will provide you with a comprehensive analysis of your contributions, investment growth, government grants, and incentives received. By having a clear picture of these components, you can make well-informed decisions about your future contributions, investment strategies, and withdrawals. This detailed breakdown will help you ensure that your savings are optimized for your child's education and that your RESP is on track to meet your educational savings goals.
How to submit this Request:
First, find the client's CRM Contact Record page by searching contact name in the search bar.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Special handling and proceed to specify the details of the request via the right sidebar pop-up.
Step 1.
- Select RESP Breakdown
Step 2.
- Select the Account.
Step 3.
- Click Submit. You can now track your ticket.