Details

The Account Details screen is divided into following sections:

• Account Information

• Investor Contact Information

• Spousal Information (applicable for selected account types only)

• Beneficiary Details (applicable for selected account types only)

• Plan Details (applicable for selected account types only)

• Annuitant Details (applicable for Insurance Accounts only)

The information displayed in the above sections varies based on the Account Type such as CASH, RESP, RRIF/LIF, RRSP/LIRA and FHSA.

NOTE: For Account Type ‘CASH’, the Account Details section is not displayed. For Account Type ‘RRIF’ and ‘LIRA’, the Account Details section includes Contribution Type, Currency and Amount details. For Account Type ‘FHSA’, the Account Details section includes Contributions/Withdrawals, Currency, YTD Amount($) and LTD Amount($).

You can access this screen by clicking the Details sub tab under the Account tab on the left menu panel.