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.

Definition: Open a new account for an existing client who already has accounts at Croft. Process 
Standard new account setup through existing profile Timeline Cut-off time is 3 PM EST. Processing takes 1–2 business days if submitted on time. What You Need to Know Be sure to confirm if any updates to existing KYC or […]