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.