Olympia Trust Company

Publicly Traded Securities

Opening a Qtrade account, stock trading information, applicable fees, and more.

Tax Documentation

Accessing your tax documents, which investment tax documents to expect, and more.

Limitations, required documentation, applicable taxes and more.

FAQ

How can I update my personal information (address, email, phone)?
You can update address and phone number by logging into your Client Portal and selecting Settings...
Which account transactions can I complete online?
The following account transactions can be completed online: Open new accounts. Purchase private ...
What information and documentation pertaining to my account(s) is available online?
The following information and documents regarding your account(s) is available online: Account b...
How can I open an account online?
You can easily open an account with Olympia online through the Client Portal. If you are a new cl...
How do I reset my password?
To reset your password, complete the following steps: On the Portal login page, click Forgot Pas...
How do I login to my Olympia Online Portal?
Click here to login or download our mobile app from Apple App Store or Google Play.
How can I pay fees?
We have many convenient fee payment options available to you to pay your fee(s). You can easily p...
How can I deposit new money into my account(s)?
The following options are available to you to deposit new money or make a contribution into your ...
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Online Resources

Public Company Information

Locked-In Pension Legislation

Beware of Registered Plan Scams

Government and Regulatory Bodies