Use the button above or follow the below procedure to change your TFSA or RSP beneficiary:
- Log into Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration section.
- Click Account Inheritance.
- Add (+), modify (pencil) icon or delete (X) beneficiaries.
- When done, click Continue.
Please Note
- The beneficiary information is not applicable to customers who are residents of Quebec where such a designation can only be made by the deceased's last will and testament. For other provinces, beneficiaries could be either an individual or an entity. If beneficiary chosen is an Entity (Charity or Estate); then only ONE beneficiary is allowed. If applicant wants multiple beneficiaries, only individuals would be allowed.
Additional Information
- Account beneficiaries in the Client Portal Users' Guide.
- What are my options for successor/beneficiary in my TFSA?