Rates on GICs change frequently – often on a daily basis – so it's important to know exactly what to do to get your business on the books when the time is right. We make it easy.
- If you're new to our Deposit Services, please contact one of our business development representatives or a client service representative at 1.800.263.8349.
- Obtain information on our portfolio of deposit products. When you're ready to purchase a term for your clients, you can either deposit their cheques directly through a service¹ with Royal Bank of Canada and TD Canada Trust or, you can send their cheque(s) to our office.
- Our application workflows will help you understand the submission processes: GIC Purchase Workflow – New Accounts, GIC Renewal or Purchase Workflow – Existing Accounts.
- Help your client complete an application. If you come across a section that requires clarification, take a look at our sample Non-Registered GIC Application, RSP or RIF Account Application or the Renew or Purchase Additional Investment form.
- Forward your client's original application – including their cheque(s) and/or original deposit slip(s) – to B2B Bank, Deposit Services, 199 Bay Street, Suite 600, PO Box 279 STN Commerce Court, Toronto ON M5L 0A2.
¹In Quebec, the direct deposit service is only offered through Laurentian Bank.