Good news! All our investment options (segregated funds, GIFs, HISAs, and DIF+) and investment instructions are now available for FHSAs.
All types of direct transfers to an FHSA are also possible.
Here are the new ones:
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Transfers from an RRSP or another FHSA are not deductible on tax returns. An RRSP to FHSA transfer do not restore unused RRSP deduction room either. |
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Note : Before requesting a transfer, open a contract in EVO Savings. |
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Use this opportunity to explore your clients’ investment needs and give them the best options for maximizing growth.
Nine-minute enrolment with EVO
If you’re looking for quick processing time, EVO is the go-to way to open and contribute to an FHSA.
You can do almost any transaction with EVO. But there are some exceptions, such as intracontract transfers (e.g., from an HISA to segregated funds), which require the F51-153A-5 form.
You can find the other exceptions and links to the forms you need to use at the end of this article.
Easy online contributions
Once your clients have opened their FHSA, invite them to use My Client Space tools or the iA Mobile app to make their contributions. They will be able to contribute according to their automatic investment term.
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Take advantage of our FHSA marketing tools!
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Quick links to other forms
To complete certain additional transactions, here are the links to the forms:
- Request for inter-fund, inter-series and intracontract transfers: F51-153A-5
- Dollar-cost averaging: F51-165A
- Deposit Request and PAD agreement (other than RESP): F51-153A-1
- Request for transfer between contracts: F51-153A-6
