Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.
Whether for an RRSP, TFSA, FHSA, RESP (My Education or My Education+) or non-registered contract, you and your clients now have the option of modifying periodic contributions made by pre-authorized debit (PAD) online according to these parameters:
- Amount
- Date and frequency of pre-authorized debits
- Reactivation or cancellation of contributions
New features at a glance
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Advisors
If you’re the one making the modifications, there are two possible ways:
- Log in to EVO Savings > Search for a client > Client first and last name > Select contract > Modify the periodic contributions
- Log in to Advisor Centre > My clients > Search by contract or client name > Periodic contributions > Edit
Benefits
- More time and less administrative paperwork: You no longer need to fill out forms or contact customer service, leaving you with more time to offer personalized advice.
- Increased autonomy: You have quick, direct and flexible control over your clients’ PADs.
- Easy monitoring: You will receive a before/after confirmation in the Your documents section and a notification in Business Tracker.
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Clients
If clients want to do it themselves, here’s how:
- Log in to My Client Space > Individual savings and retirement products > Contract (with PAD to be modified) > Periodic contributions > Edit
Benefits
- Increased client autonomy: They can adjust their PADs according to their needs, at their convenience and without delay.
- Better client experience: Greater flexibility and responsiveness for your clients, increasing their satisfaction.
- Easy monitoring: The client quickly receives an email confirmation, and the advisor a notification in Business Tracker.
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We plan to inform clients of this new feature in RRSP-TFSA-FHSA campaign email.
Questions?
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