Anna Le
Articles
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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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What information is available to me online?
The Forms & Resources section of the web portal provides the following information to you online: Resources: Includes links to external resources such as CRA and other government and regulatory bo...
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Can fees be paid online?
Fees can be paid online with the following methods:Olympia Trust Mobile app (one-time payment)Accepted payment methods include: Apple (App Store) and Google Play Credit card (VISA and MasterCard ...
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Can I deposit money to my account(s) online?
Cash contributions can be made online from your bank account by logging into your Client Portal. Alternatively, you can also deposit money with the following methods: Completing the Fee Payment & C...
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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 client or have not yet registered for the Client Portal, please click here to get started. If you are a...
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Which mobile devices and versions are compatible with the Olympia Online Portal?
The Olympia Online Portal and Mobile App are compatible with the following devices and operating system versions:Apple devices running iOS version 13.4 or later (iOS 15.0 or later recommended).Andr...
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How do I reset my password?
To reset the password for your Client Portal, complete the following steps: On the Portal login page, click Forgot Password.Enter your username (email).You will receive an email containing a unique...
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What is my login username?
Your username is the email address you provided when opening your account and is linked to your profile. This would be the same email you will receive Olympia communications from too. Please conta...
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How do I login to my Olympia Online Portal?
You can log in to your Olympia Client Portal on the mobile app or website. If you have not registered for the Olympia Client Portal, please contact our support team at 1.877.565.0001 to activate yo...