Our Client Relations team is here to support you. As a reminder, many client name account changes can be done by phone, such as:
- Non-financial updates (client address, phone number)
- Adjustments to existing systematics such as PAC/SWP/STEP (excluding banking changes)
- Changes to income fund payouts, with some exceptions
- Account openings for account types such as TFSA, RRSP, RRIF, LIRA, and LIF/LRIF/PRIF
- Private Wealth Solutions account linking
If you have any questions or need help, please contact our Client Relations team at 1-800-387-0614. Please note that wait times may be slightly longer than normal, and we appreciate your patience and understanding as we navigate these challenging times together.