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Service Requests
Getting Started
Introduction to Optimize
Policies
Privacy
Service Requests
Cash and Security Management
Account Administration
Systematic Plans
Special Handling
Family Office Services
Processing Times
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
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
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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
Processing Times
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
Conquest
Introduction to Conquest
Managing Financial Data in Conquest
Managing Goals in Conquest
Planning Page in Conquest
Strategies in Conquest
Plan Review
Corporations
Other Current Data types
Conquest integration with CRM
Service Requests
Get help with cash and security management, account administration, and special requests.
Settlement of Locked In Account
How to Contribute by Making a Bill Payment Using an Online Banking App or Banking Website
Understand a Ticket's Activity
Cash and Security Management
Manage Tickets in the Add Funds Pipeline
Important to Know for Add Funds Requests
Manage Tickets in the Withdrawal Pipeline
Important to Know for Fund Withdrawal Requests
Manage Tickets in the Transfer Pipeline
Manage Tickets in the Trades Pipeline
Important to Know for Transfer Requests
Withdraw and send by cheque (Send cheque to third party)
Cash and Security Management Requests
Contribute to an investment account (Add Funds requests)
Withdraw from an investment account (Withdraw requests)
Transfer money between accounts (Transfer requests)
Contribute by EFT (EFT In)
Contributing from a related investment account
Initiate transfers from outside brokerages
Withdraw by EFT (EFT Out)
Withdraw to a related investment account
Withdraw and send by cheque (Send cheque to client)
Transfer funds in-cash (Cash transfer)
Transfer funds in-kind (Securities transfer)
Contribute to an RESP account
Withdraw from an RESP account
Contribute to a RSP account
Withdraw from a RSP account
Transfer from an RSP account
Withdraw from a RIF or LIF
Transfer from a RIF or LIF account
Contribute to a FHSA account
Withdraw from a FHSA account
Transfer from a FHSA account
Withdraw from locked-in accounts
Transfer 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
Document Delivery Request Submission
Manage Tickets in the Account Administration Pipeline
Important to Know for Administration Requests
Add Banking information to Accounts
Explore beneficiary request types
Explore document delivery request types
Modify Banking information on Accounts
Remove Banking Information from Accounts
Designate and Change Beneficiaries for Registered and Plan Accounts
Designate and Change Beneficiaries for RESP Accounts
Add or Update a Power of Attorney
Correct a Tax Slip
Manage Duplicate Tax Slips
Update Account Documentation
Update a Client's Address
Update a Client's Date of Birth
Update a Client's Phone Number
Update a Client's Email
Update a Client's Name
Update a Client's Social Insurance Number
Update a Client's Account Legislation
Explore Special Handling Requests
Request to close an account
Credit Client Accounts
Estate Processing and Settlement
Lifelong Learning Plan (LLP) Withdrawals
Banking Requests | Frequently asked questions (FAQs)
Document Delivery Request | Frequently asked questions (FAQs)
Request Change in Delivery Method
Reset a Client’s Password
Grant Third-Party Online Access
Estate Settlement Requests | Frequently asked questions (FAQs)
Beneficiary Requests | Frequently asked questions (FAQs)
Adjust the book value of a security
Cancel or correct contributions and withdrawals
Home Buyer's Plan (HBP) withdrawals
Request a rollback
Unlock requests
Request a RESP Breakdown
Client Passed Away Request
Clerical Error Update
How to Reopen a Closed Account
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Systematic Plans
Submitting Plan Creation Requests
Modify PAC and SWP for Clients
Important to Know for Plan Requests
Managing Tickets in the Systematic Plans Pipeline
Explore Systematic Plans
Modify a Pre-Authorized Contribution (PAC) plan
Create a Systematic Withdrawal Plan (SWP)
Create a Pre-Authorized Contribution (PAC) Plan
Modify a Systematic Withdrawal Plan (SWP)
Modify a RIF or LIF plan
Stop a Pre-Authorized Contribution (PAC) plan
Stop a Systematic Withdrawal Plan (SWP)
Stop a RIF or LIF plan
Systematic Plans | Frequently asked questions (FAQs)
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Special Handling
Submit Estate Requests
Estate - Pipeline/Actioning
Important to Know for Estate Planning Requests
Special Handling | Frequently asked questions (FAQs)
Recalculate LIF Maximum
Residual Transfer-In Sweep
Submit Marital Breakdown Request
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Family Office Services
Will and Estate Preparation
Tax Preparation
Processing Times
Processing times for Withdrawals
Processing Times for Transfers
Processing Times for Systematic Plans
Processing Times for Contributions
Processing times for Account Administration Requests
Comprehensive Guide to Processing Times for Account Requests
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