Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool.
With the addition of this new feature, you can now complete all transactions related to RESPs for post-secondary education using our online tools (new issues, contributions and withdrawals). This means a more streamlined experience, less administrative work and simplified file tracking.
A simplified RESP experience
In your Advisor Centre, you can complete all the most common RESP transactions online:
- Opening a My Education+ plan
- Making contributions to My Education and My Education+ plans
- Making withdrawals for post-secondary education for all RESP products
The result: fewer forms to fill out, less risk of errors and a faster process that lets you spend more time with your clients.
An opportunity to go further👇
RESP withdrawals often mark an important milestone in a beneficiary’s life. Take this opportunity to talk with your clients about their plans for the future and explore other solutions tailored to their needs, such as the FHSA, the TFSA or other savings and insurance strategies.
💡Prevent delays by making sure you have a valid proof of enrolment in hand. This document must include:
- The student’s full name
- The name of the educational institution (with logo or official letterhead)
- The student’s status (part time/full time)
- The semester (fall, winter, etc.)
Questions?
- See the FAQ
- Training on iA Campus
- List of transactions available for advisors and clients (electronic tools)
2026: A year packed with new features for EVO Savings!
Do you know about all the new features that can make your life easier?
✅ RESP contributions now available
✅ TFSA withdrawals can now be done online!
✅ Better integration of banking information
* Only My education+ et My education.
