How do I navigate the new view of my online account?
In the summary, find the same handy features you like—plus an overall view of your savings with My Game Plan.
Your essential information
Your online account may look different, but your important information is still easy to find. Here's how.
Your accounts
Your Fonds accounts and FlexiFonds products are grouped in the same place. To see them, simply scroll down to the My Fonds and FlexiFonds accounts section.
Return and value
This information is displayed to the right of each account. The return is shown differently depending on the products you hold:
- Fonds shares (RRSP or non-RRSP): variation, in dollars, since the last share value update. This return is updated twice a year.
- FlexiFonds products: variation, in percentage, since the opening of your account. This return is updated monthly.
Details and actions
Click an account tile to:
- View your transaction history
- Manage your contributions
- See return over other periods (FlexiFonds products only)
- Make a transfer, withdrawal, or redemption (if available)
Tax slips
They're in the same place as before: click the My account menu or the person icon in the top-right corner, then My documents. See the detailed steps.
Change of address
This feature is also in the same place. Click the My account menu or the person icon in the top-right corner, then My profile. See the detailed steps.
New features to discover
You wanted a better overall view of your savings. It's now done!
My Game Plan, our new tool to plan your finances, is now at the heart of your online account. Start your plan to see all you accounts at the same place and make the most of the tool's features. It's free and available anytime.
Total value of your savings
Once your plan is completed, you'll see the total value of your savings at a glance. This value is the sum of all accounts entered in your plan—whether they're with the Fonds or elsewhere.
Your savings over time
A chart projects how your savings could grow if you follow your current plan (blue dotted line) and if you apply the recommendations (turquoise line).
Note: If you haven't created your plan yet, the chart shown is approximate. It's based on the contributions you've made over the past year.
When you're retired, a chart illustrates your withdrawal plan. You can easily see your retirement income sources and the amounts you plan to withdraw from each one.
All your other accounts in one place
Accounts you hold outside the Fonds are listed further down in the My other accounts section. Their balances must be updated manually in My Game Plan.
Do you have questions about how to use My Game Plan? See our FAQ.
About My Game Plan
My Game Plan is a tool for planning your finances offered by FlexiFonds de solidarité FTQ inc.
About FlexiFonds de solidarité FTQ
FlexiFonds de solidarité FTQ inc., a wholly owned subsidiary of the Fonds de solidarité FTQ, is a mutual fund dealer duly registered with the Autorité des marchés financiers. FlexiFonds de solidarité inc. acts as the principal distributor of the FlexiFonds funds and does not distribute the units of any other mutual fund.
