An account is necessary to create a transaction. Without an account, you will not be able to move onto the next steps in the transaction process.
Navigate to the Investors Module. Select the investor whom you would like to add an account for. Click on the 'Accounts' tab and select 'Add Account.'
2. Fill out as much detail as possible and click 'Save'. Please note, only the fields denoted by asterisks are required.
If your client's trustee is Olympia Trust Company, there are tools to support you in creating their financial plan. Once the account is created, select the account in the table and click 'Create OTC Plan'. Once completed and submitted, it will be integrated into the OTC system. (Please note, you must have your client sign a LOA to be submitted to OTC before the account will be integrated).
You are only able to create one account of the same type per investor (i.e. only one RRSP account).
If the account type has been changed after the client has already signed the necessary documentation, they will need to re-sign the appropriate application form.
You will be unable to create an account for an investor if their email address is shared with another profile in OTC's system.
If they are an existing investor but their information does not exist in the system, you will be unable to create an account.
