The brand-new withdrawal tool is now available in EVO Savings🥳!
Two minutes is all it takes to make a TFSA withdrawal for your client, thanks to a simplified, 100% digital process—no more paper or PDF forms!
- Requests sent instantly
- Faster processing of withdrawals for your clients*
- Reduce your administrative workload and spend more time providing personalized advice!
And TFSAs are just the beginning! Other registration types will eventually be added for withdrawals – stay tuned!
A hassle-free process – one try and you'll be converted!
This new tool guides you every step of the way to:
- Reduce errors: available funds and amounts are displayed
- Easily choose the type of withdrawal: in dollars, as a percentage, or proportionally based on the distribution of funds held.
What's more, the banking information page has been improved—see the article in iA CONNECTED for all the details.
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Summary: transactions that can be done online
How to access the new tool
In the Advisor Centre, go to the My Clients tab, then:
- Search by client name or contract number,
- Select the TFSA from which the client wishes to make a withdrawal,
- On the left side of the screen, click Withdrawal.
Please note that access to this tool is exclusive to advisors: your clients do not have access to it.
*In some cases, processing times may be affected by transaction volume.
