Open New Account(s) / New Relationship 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. […]

Setting up Bill Payment with Bank Definition:
 Enable client to make deposits via bill payment at their bank. Process:
 Request bill payment code and client ID setup. Timeline:
 1–2 business days What You Need to Know:
 Advisor must provide client name, account number, and confirm bank used. Cash Withdrawal Request Definition:
 Withdraw cash from client […]

Client Online Access Request Definition: 
Provide client with online access to view their accounts. Process: 
Advisor submits online access request form or secure email to Operations. Timeline:
 1–2 business days What You Need to Know:
 Ensure client has valid email and consent to receive access credentials. Name / Address / Email Update Request Definition:
 Change […]