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Contribute through online banking

Save time and contribute to your Open Access RRSP or TFSA hassle-free through online banking

Instructions

1- Find your Open Access account number

You can find your account number on your quarterly statements or contact our Client Relations team at 1-866-625-4777.

 

2- Log in to your online account at your bank's website.

3- Add Open Access as a payee for online bill payments. 

Note that for online banking purposes, your account number will be your Open Access account number plus the plan type, with no dashes or spaces. The plan types are:

  • RRSP - An RRSP plan for which you are the contributor and the annuitant (plan owner).

  • SRSP - A spousal RRSP plan for for which you are the annuitant and your spouse is the contributor

  • TFSA - A TFSA plan for which you are the annuitant.

For example, if you have an RRSP and your Open Access account number is

OPEN-100000, the account number you must enter for online bill payments is  OPEN100000RRSPAlternatively, if you have a SRSP, the account number you must enter is OPEN100000SRSP.

 

If you have more than one plan at Open Access, you must create a seperate payee for each plan. 

4- Contribute

With your Open Access plan set up as a payee, you can now make contributions using the bill payment function. Remember that you can contribute either as a one-time sum or set up recurring contributions.

Note that normal bank processing times will apply for your contributions.

If you have any questions on how to use this function, please do not hesitate to contact our Client Relations team at 1-866-625-4777 or by email at inquiry@openaccessltd.com.