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      TFSA Registration Rejection Report

      Learn how to view The TFSA Registration Rejection Report

      What is the Report?

      • TFSA accounts which have not been appropriately registered due to a potential mismatch of subscriber information. 

       

      To view The TFSA Registration Rejection Report:



      Step 1.       On the CRM, navigate to the left toolbar



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      Step 2. Select CRM

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      Step 3. Click on Accounts 

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      Step 4. Click the "Add View" button 

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      Step 5. Type in "The TFSA Registration Rejection Report" in the search bar


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      How to use the Report?

      • Please review the list to determine which potential account holders have a mismatch between the information we have on file and the information that the CRA has. Follow the guide below which outlines available solution in each instance: 

      If the information on record is accurate, please have the client contact the Social Insurance Registry to amend the information. 

       

      Tip: If updating your client's information resolves your rejection, please use this link to find out how to submit a ticket and where to find the documentation that is required. knowledge.optimize.ca/updating-client-information

       

      Why use this Report?

      • If a TFSA is not properly registered you may be subject to tax clawbacks within the account.