Anna Le
Articles
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How long has the Investment Account Services Division been in business?
The Investment Account Services Division was established in 1996.
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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 account(s): Login to your client portal here or mobile app. Follow attached instructions: Guide -...
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How can I open a new self-directed account?
You can open a new account through our web portal or the mobile app. This article will help walk you through the steps to open an account online. How can I open an account online? Alternatively, y...
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What is a self-directed account?
A self-directed account is a “brokerage” type of account allowing you to hold various investments within a single account. Self-directed gives you full control as a “do-it-yourself” investor and al...
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What account updates can I complete online?
The following account updates can be completed online: Add or update fee payment source. Add or remove third-party access. Update your personal information. Update your preferred language.
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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 balances Investment holdings Transaction details Statements and customized data exports Income fund s...
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Which account transactions can I complete online?
The following account transactions can be completed online: Open new accounts. Purchase private capital securities. Submit transfer-in requests. Make new contributions or deposit. Pay fees or upda...
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How can I update my personal information (address, email, phone)?
You can update your personal information including address and phone number on our web portal here and go to the Settings. To update your email address and your surname, contact us at 1.877.565.000...
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How do I open a Qtrade account to trade public stock?
Please complete the following steps to open a Qtrade DAP account: Complete the attached Qtrade account application. Include a clear copy of government issued ID. Send the original application a...
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How can I update the beneficiary(ies) on my account(s)?
To update the beneficiary(ies) on your account, complete a Beneficiary Change form found under the Forms And Resources: Olympia Forms page of your web portal here and email to rrspprocessing@olympi...