Options to grow your client’s RRSP

New Contributions and Transfers

If you are looking to contribute to your existing B2B Bank RRSP GIC or B2B Bank Dealer Services RRSP Account or to consolidate your investments by transferring an account held elsewhere, there are several options available to grow your RRSP.


Contributions

To make a cash contribution to a B2B Bank Dealer Services registered account, there are several options available:

  • Clients can deposit money directly into the account using their bank's online bill payment services.
    • Please note: B2B Bank Intermediary Services Inc. is not currently set up for online payments.
  • Dealers can log in to Advisor Access and use the "Move Money" functionality to contribute from their Dealer trust account.
  • Mail cheques with investment instructions to B2B Bank Financial Services Inc., B2B Bank Intermediary Services Inc. or B2B Bank Securities Services Inc., as applicable.

To make a cash contribution to a B2B Bank RRSP GIC account, the following options are available.

Learn more with our B2B Bank Registered GIC Admin Tips

Transfers

To make a cash or in-kind transfer to a B2B Bank RRSP-GIC or B2B Bank Dealer Services RRSP, complete the respective Transfer Authorization for Registered Investments form.