Client Service Requests
Please use the appropriate link below to access each Client Service Request form.
Using these forms help us ensure that Client Service Requests are received, tracked and completed by the appropriate CFG team member as quickly and efficiently as possible. Advisors and investors will always receive direct correspondence from an individual team member who will support the process from start to finish.
Cash & security requests
Cash Withdrawal Request
Cash Contribution Request
Recurring Payment IN Change
Recurring Payment OUT Change
Security/Cash Transfer Between Accounts
Existing Account - Transfer In Request
Open Additional Account for Existing Client
Client info updates
Client Online Access Request
Name/Address/Email Update Request
Add a Trusted Contact
Know Your Client (KYC) Update
Request to Change Banking information
Request to Update Beneficiary
Other Services
Complimentary 3 Year Tax Recovery Audit Request
Cash & security requests
SELECT the request form that applies to your client.
Cash Withdrawal Request
Cash Contribution Request
Recurring Payment IN Change
Recurring Payment OUT Change
Security/Cash Transfer Between Accounts
Existing Account - Transfer IN Request
Open Additional Account for Existing Client
Submit your request by filling out mandatory fields included in the online form.
Processing your request takes
1 to 3 business days depending on the type of request.
Expect a transaction confirmation email once your request is complete.
Cash Withdrawal Request
A cash withdrawal request is anytime money is moving from a client account to a clients bank account. Processing takes 2-3 business days.
E.g. Client X would like $5,000 withdrawn from their TFSA to their bank account on file.
Cash Contribution Request
A cash contribution request is anytime money is moving from a client bank account to a clients account. Processing takes 2-3 business days.
E.g. Client X would like $5,000 contributed to their RRSP from their bank account on file.
Recurring Payment IN Change
A recurring payment in change is anytime that a payment coming into the clients account is started, stopped or modified. Processing takes 2-3 business days.
E.g. Please increase Client X’s monthly margin account contributions by $100 per month.
Recurring Payment OUT Change
A recurring payment Out change is anytime that a payment leaving the clients account is started, stopped or modified. Processing takes 2-3 business days.
E.g. Please increase Client X’s monthly margin withdrawal by $100 per month.
Security/Cash Transfer Between Accounts
A security/cash transfer between accounts is anytime that a security or cash are transferred between accounts. Cut-off time is 3PM EST, processing 1-2 business days.
E.g. Please transfer $6,500 from Client X’s margin account to their TFSA.
Existing Account - Transfer IN Request
A transfer of an existing account is needed any time a client has an existing account elsewhere, and wishes to move it to CFG. Cut-off time is 3PM EST, processing 1-2 business days.
E.g. Please transfer TFSA account from Client X’s current bank.
Open Additional Account for Existing Client
Open a new account for an existing client that may require multiple accounts. Cut-off time is 3PM EST, processing 1-2 business days.
E.g. Please create a new TFSA account for client X.
Client info updates
SELECT the request form that applies to your client.
Client Online Access Request
Name/Address/Email Update Request
Add a Trusted Contact
Know Your Client (KYC) Update
Request to Change Banking information
Request to Update Beneficiary
Submit your request by filling out mandatory fields included in the online form.
Expect an automated receipt by email – Reply ONLY to this email with related information or additional documents. Do not submit a new form.
Processing your request takes 1 to 3 business days depending on the type of request.
Processing your request takes
1 to 3 business days depending on the type of request.
Expect a transaction confirmation email once your request is complete.
Client Online Access Request
A client online access request form is used anytime a client needs assistance resetting either MyPortfolio+ or WebInvestor. Cut-off time is 3PM EST, processing 2-3 business days.
E.g. Please have Client X’s MyPortfolio+ password reset.
Name/Address/Email Update Request
A name/address/email update request is to be used when a clients non-financial information requires an update. Please note that a signed letter of direction is required. Processing takes 1-3 business days.
E.g. Please update that Client X has moved from address Y to address Z.
Add a Trusted Contact
Add a trusted contact request is anytime a client is adding or modifying their trusted contact. The trusted contact form can be found under investor resources and signed and submitted directly through Acrobat OR attached here, via client services. Processing takes 1-2 business days.
E.g. Please find the attached trusted contact form for Client X.
Know Your Client (KYC) Update
A KYC update form should be updated at a minimum annually with each client. The KYC form can be found under investor resources and digitally signed and submitted through Adobe Sign. OR uploaded here as a signed, scanned PDF. Completion dependent on PM scheduling of a compliance call.
E.g. Please find the attached KYC form for Client X.
Request to Change Banking information
A banking change is needed any time the client changes their bank or bank account details. Cut-off time is 3PM EST, processing 1-2 business days.
E.g. Please change banking information for Client X.
Request to Update Beneficiary
A beneficiary update is needed any time the client changes their will. Cut-off time is 3PM EST, processing 1-2 business days.
Note: CFG will send out the required prefilled NBIN form for the client to sign based on the information submitted.
E.g. Please change beneficiary for Client X.
other services
SELECT the request form that applies to your client.
Complimentary 3 Year Tax Recovery Audit Request
Submit your request by filling out mandatory fields included in the online form.
Processing your request takes
1 to 3 business days depending on the type of request.
Expect a transaction confirmation email once your request is complete.
Complimentary 3 Year Tax Recovery Audit Request
Canadian tax payers can optimize their finances with our Complimentary 3-Year Tax Recovery Audit. Â Our team of experienced tax professionals will meticulously review previous years’ returns to identify overlooked credits, deductions, or rebates and help reclaim any overpaid taxes.
E.g. Request an audit for client X.