Anna Le
Articles
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When will Olympia send me a statement?
Each year, Olympia will send you a statement of your account(s) by the end of January. Your statement will be uploaded to your Client Portal and you will be notified via email that it is available ...
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Government & Regulatory Bodies
Canada Revenue Agency Revenu Québec British Columbia Securities Commission Alberta Securities Commission Financial and Consumer Affairs Authority of Saskatchewan Manitoba Securities Commission Ont...
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Locked-In Pension Legislation
Office of the Superintendent of Financial Institutions of Canada (Federal) British Columbia Financial Services Authority Alberta Treasury Board and Finance Financial and Consumer Affairs Authority...
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Beware of Registered Plan Scams
Canada Revenue Agency Office of the Superintendent of Financial Institutions of Canada Check First Canadian Securities Administrators: Are They Registered?
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Public Company Information
Canada Stockwatch SEDAR
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What documents are required to withdraw from my account?
To withdraw from your account, complete a Withdrawal form found under the Forms And Resources: Olympia Forms page of your Client Portal and email to myaccount@olympiatrust.com.
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Can I withdraw from my account?
Withdrawals from your account can be completed depending and subject to the type of account you have. RRSP or RRIF (including spousal accounts): Cash can be withdrawn and is subject to withholding ...
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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): Log into your Client Portal here or mobile app. Follow attached instructions: Guide -...
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How can I update my personal information?
You can update your personal details and preferences within your profile. You can update the following contact and personal information: Phone number. Mailing or residential address. Language pr...
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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 update you...