Service Requests
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      Comprehensive Guide to Processing Times for Account Requests

      Explore the Typical Completion Times for Various Account Administration, Contribution, Withdrawal, and Transfer Requests

      Category Service Request Processing Time (Business Days)
      Contributions EFT-IN 4
      Contributions Contribute From Investment Account (In-Kind) 4
      Contributions Contribute From Investment Account (In-Cash) 7-11
      Contributions Initiate a Transfer 20-40
      Withdrawals EFT Out 7-11
      Withdrawals Withdraw to Investment Account (In-Kind) 4
      Withdrawals Withdraw to Investment Account (In-Cash) 7-11
      Withdrawals Send Cheque to Address 7-11
      Withdrawals Send Cheque to Third Party 7-11
      Transfers Transfer Securities 4
      Transfers Transfer Cash 7-11
      Transfers Cash Transfer (Third Party) 7-11
      Transfers Security Transfer (Third Party) 4
      Account Administration Banking Update 5
      Account Administration Beneficiary Update 5
      Account Administration Document Delivery 3
      Account Administration Add/Update POA 10
      Account Administration Book Value Adjustment 7
      Account Administration Cancel/Correct 14
      Account Administration Client Passed Away 3
      Account Administration Close Account 5
      Account Administration Credit Client Account 5
      Account Administration Estate Processing 20
      Account Administration Home Buyers Plans 7-11
      Account Administration Life Long Learning 7-11
      Account Administration Marital Breakdown 10
      Account Administration RollBack Options 10
      Account Administration Tax Slips Corrections 10
      Account Administration Tax Slip Duplicates 10
      Account Administration Update Account Documentation 7
      Account Administration Update Account Legislation 7
      Account Administration Update Address 7
      Account Administration Update DOB 7
      Account Administration Update Emails 7
      Account Administration Update Name 7
      Account Administration Update Phone Number 7
      Account Administration Update SIN 7
      Account Administration Unlocking 7-11
      Account Administration 50% Unlocking (Alberta) 4
      Account Administration 50% Unlocking (Non-Alberta) 4
      Systematic Plans Create PAC Plan 3
      Systematic Plans Create SWP Plan 3
      Systematic Plans Manage PAC Plan 3
      Systematic Plans Manage SWP Plan 3
      Systematic Plans Manage RIF Plan 3
      Systematic Plans Manage LIF Plan 3
      Family Office Will Preparation 2
      Family Office Will Amendments 2
      Family Office Tax Preparation 4