How do I navigate the new view of my online account?
In the summary, find the same handy features you like—all grouped on a single page for easier browsing.
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:
- RRSP+ and non-RRSP+ shares: 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 on the way
Your online account will continue to evolve throughout the year to bring you even more convenient features. Stay tuned!
