Often you can access the money in your workplace savings plan by signing in, finding the correct form and following the directions. If the option to make a withdrawal is not available online, call 1-888-727-7766 for direction.
When it comes to financial wellness, what’s your score? Complete the Financial Wellness Assessment in the member secure site by selecting the Learning Centre tab on the top navigation, and then Financial Planning Resources.
To activate (or reset) your Personal Identification Number (PIN), please contact a Customer Service Representative at 1-888-727-7766. Representatives are available Monday to Friday, from 8 a.m. to 8 p.m. ET.
To access your account using the Interactive Voice Response (IVR), you'll need your Customer Number and Personal Identification Number (PIN).
Sign in to find and print a duplicate copy of your tax receipt. Once you’ve signed into your account, click on your Group RRSP policy number. Go to ‘My Account’ in the top menu bar and select ‘Duplicate tax receipts/slips.