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Open New Account(s) / New Relationship
Posted:April 9, 2025
Updated:April 30, 2025
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Definition
Open accounts for a brand new client.
e.g., “Please open a TFSA, RRSP, and non-registered account for new client John Doe.”
Process
Information upload and accuracy check
Timeline
5–7 business days
What You Need to Know
Timeline is directly related to completeness and accuracy of the initial documents.
IN THIS ARTICLE:
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