RRSP ✅, TFSA ✅, FHSA ✅…now it’s the RESP’s turn ✅
You can now make your clients’ RESP* contributions in EVO Savings. It’s simple, fast and 100% online! Clients can now also contribute by themselves in My Client Space and iA Mobile.
Switching to EVO offers a host of benefits
As many advisors will tell you, using EVO for client contributions is a win-win all round, because it’s…
🏃Fast: The transaction takes just a few minutes, and the deposit is processed the same day (if entered before 4 p.m.). There are no postal or administrative delays
🤝 Compliant: EVO makes it easy to choose funds and guides you to ensure they align with the client’s investor profile
🙌 Error-free: Investment instructions are valid and complete the first time
Result: reduced administrative workload and more time to devote to personalized advice!
Efficiency starts here 👇
In the Advisor Centre, go to the My Clients tab, then:
- Search by client name or contract number
- Select the RESP into which the client wishes to contribute
- Click Contribution on the left side of the screen
Your clients can now also make their RESP contributions online in My Client Space and in iA Mobile, just as they already do for RRSPs, TFSAs, and FHSAs.
2026: A big year for EVO Savings!
Throughout the year, we’ll be adding some amazing features to simplify doing business with iA.
Did you see what was delivered in March? 👇
✅ TFSA withdrawals can now be done online!
✅ Better integration of banking information
* My Education+ and My Education only.
