Anna Le
Articles
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When will I receive my tax documents?
You can expect your specific tax documents to be available online or mailed to you on these approximate dates: Tax Document Approximate Online Availability / Mailing Date RRSP Contribut...
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Who are the tax receipts issued to for new contributions to a RRSP Spousal account?
Contribution receipts for RRSP Spousal accounts are issued to the spousal contributor only, not the account owner (annuitant).
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Why do I have an account with Olympia?
You have an account with Olympia because a Trustee is required when using tax-sheltered cash to hold the investment on your behalf in a corresponding account type. To purchase an investment using f...
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How does an FHSA work?
Annual tax-deductible contribution limit is $8,000, up to a lifetime maximum of $40,000. After the FHSA has been opened, unused contribution room can be carried forward to the following year, up t...
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What are the fees and commissions to trade public stock?
Olympia's Administration Fee applies to each trade as per our Fee Schedule. Qtrade charges a trading fee and commissions as per their Pricing Schedule.
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How can I access my tax documents?
Your tax document(s) will be uploaded onto your Client Portal and you will be notified via email that it is available to view. If you have opted out of email communications, your tax document(s) w...
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How will I receive my tax receipt for any new contribution(s)?
Contribution receipts and all other tax slips can be downloaded through your Client Portal. Contribution receipts are issued prior to February 28th of each year. You will receive an email notificat...
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How can I open a new self-directed account?
You can open a new account online through the Client Portal. This article will help walk you through the steps to open an account online. How can I open an account online? Alternatively, you can c...
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How do I make a contribution to my FHSA?
The following options are available: Log into your Client Portal here or mobile app. Complete a Fee Payment & Contribution form found here and email to operations@olympiatrust.com. A T4FHSA will...
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How do I place a trade through my Qtrade account?
To place a trade from your Qtrade account, follow these steps: Confirm you have sufficient cash or shares available in your Olympia account for the trade. Log into Qtrade here and enter the deta...