Get Started Checklist
Before beginning, please make sure you have access to the items listed below. If you've begun the registration process but haven't finished building your profile, go to Update Your Profile.
Social Insurance Number (SIN)
Your SIN is required to complete our secure questionnaire.
Current Banking Information
We will need the transit and bank account numbers, which can be located on a personal cheque or by contacting your local bank branch.
Investment Account Statements
Gather your most recent account statements. This is only applicable if you’re transferring existing investment accounts.
You’ll need projection amounts and indexing information. This is only applicable if you’re contributing to a defined benefit pension plan. You can skip this section of the questionnaire if you don’t know or need assistance.
Insurance Coverage Details
We’ll ask for type of policy, premiums and face value/benefit. This is only applicable if you have existing life, critical illness or disability insurance – through work or an individual policy. (Do not include home or auto policies). You can skip this section if you don’t know or need assistance.