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Introduction to Optimize
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Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
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Optimize Help Center
Service Requests
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Account Management
New Accounts
KYC Review and Updates
Family Office Services
Tax Preparation
Will Preparation
Financial Planning
Systems & Technology
Email
The Optimize Portal
CRM
Client Online Access
Compass
Croesus
Payroll
Financial Planning Software
Compliance
Reporting
Dashboards
Reports
Service Requests
Get help with cash and security management, account administration, and special requests.
Processing Times for Transfers
Processing times for Withdrawals
Comprehensive Guide to Processing Times for Account Requests
Processing times for Account Administration Requests
Settlement of Locked In Account
How to Contribute by Making a Bill Payment Using an Online Banking App or Banking Website
Processing Times for Contributions
Processing Times for Systematic Plans
Understanding a Ticket's Activity
Cash and Security Management
Add Funds - Pipeline/Actioning
Add Funds - Important to Know
Withdraw Funds - Submitting
Withdraw Funds - Pipeline/Actioning
Withdraw Funds - Important to Know
Transfer - Submitting
Transfer - Pipeline/Actioning
Add Funds - Submitting
Trades In Process - Pipeline
Transfer - Important to Know
Withdrawing and sending by cheque to a third-party (Send cheque to third party)
Cash and Security Management Requests
Contributing to an investment account (Add Funds requests)
Withdrawing from an investment account (Withdraw requests)
Transferring money between accounts (Transfer requests)
Contributing by EFT (EFT In)
Contributing from a related investment account
Initiating transfers from outside brokerages
Withdrawing by EFT (EFT Out)
Withdrawing to a related investment account
Withdrawing and sending by cheque (Send cheque to client)
Transferring funds in-cash (Cash transfer)
Transferring funds in-kind (Securities transfer)
Contributing to an RESP account
Withdrawing from an RESP account
Contributing to a RSP account
Withdrawing from an RSP account
Transferring from an RSP account
Withdrawing from a RIF or LIF
Transferring from a RIF or LIF account
Contributing to a FHSA account
Withdrawing from a FHSA account
Transferring from a FHSA account
Withdrawing from locked-in accounts
Transferring between third-party accounts
Add Funds Requests | Frequently asked questions (FAQs)
Transfer | Frequently asked questions (FAQs)
Withdraw | Frequently asked questions (FAQs)
General | Frequently asked questions (FAQs)
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Account Administration
Banking Requests - Submitting
Document Delivery Requests - Submitting
Administration - Pipeline/Actioning
Administration - Important to Know
Banking Requests
Add Banking information to accounts (Add Banking)
Beneficiary Requests
Document Delivery Request
Modify Banking information on accounts (Modify Banking)
Remove Banking Information from Accounts (Delete banking)
Designating and Changing Beneficiaries for Registered and Plan Accounts
Designating and Changing Beneficiaries for RESP Accounts
Adding or Updating a Power of Attorney
Correcting a Tax Slip
Handling Duplicate Tax Slips
Updating Account Documentation
Updating a Client's Address
Updating a Client's Date of Birth
Updating a Client's Phone Number
Updating a Client's Email
Updating a Client's Name
Updating a Client's Social Insurance Number
Updating a Client's Account Legislation
Special Handling Request
Closing Accounts
Crediting Client Accounts
Estate Processing and Settlement
Lifelong Learning Plan (LLP) Withdrawals
Banking Requests | Frequently asked questions (FAQs)
Document Delivery Request | Frequently asked questions (FAQs)
Change Delivery Method
Password Reset
Third Party Online Access
Estate Settlement Requests | Frequently asked questions (FAQs)
Beneficiary Requests | Frequently asked questions (FAQs)
Adjusting the book value of a security
Cancelling or correcting contributions and withdrawals
Home Buyer's Plan (HBP) withdrawals
Rollback options
Unlocking requests
Request a RESP Breakdown
Client Passed Away Request
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Systematic Plans
Create Plans - Submitting
Modify Plans - Submitting
Plans - Pipeline/Actioning
Plans - Important to Know
Systematic Plan Requests
Modifying a Pre-Authorized Contribution (PAC) plan
Creating a Systematic Withdrawal Plan (SWP)
Creating a Pre-Authorized Contribution (PAC) Plan
Modifying a Systematic Withdrawal Plan (SWP)
Modifying a RIF or LIF plan
Stopping a Pre-Authorized Contribution (PAC) plan
Stopping a Systematic Withdrawal Plan (SWP)
Stopping a RIF or LIF plan
Systematic Plans | Frequently asked questions (FAQs)
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Special Handling
Estate Requests - Submission
Estate - Pipeline/Actioning
Estate - Important to Know
Special Handling | Frequently asked questions (FAQs)
Recalculate LIF Maximum
Residual Transfer-In Sweep
Marital Breakdown Request
See more
Family Office Services
Family Office Service requests (Financial Planning, Will Preparation & Tax Preparation)
Will and Estate Preparation
Tax Preparation
