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Change ownership on account

Outlook Financial makes it simple to update account ownership so your savings continue to be managed the way you need. 

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If you would like to add or remove an account owner from your Outlook Financial High-Interest Savings Account (HISA) or non-registered GIC, Outlook Financial provides a straightforward and secure process.   

Note: Registered products (TFSA, RRSP, RRIF, FHSA) cannot have joint ownership. These accounts must be individually owned. To update a beneficiary or successor, please visit our Update Beneficiary or Successor page for instructions and forms. 

Add an account owner 

If the person being added is an existing Outlook Financial member 

  1. Complete the Change of Personal Account Ownership Form (PDF below). 
  2. Ensure all current and new account owners sign the form. 
  3. Mail the completed form to: 
    Outlook Financial 
    Box 2, Station Main 
    Winnipeg, MB R3C 2G1 

If the person being added is not an existing member 

  1. The new account owner must first be a member of Outlook Financial. Apply for membership. 
  2. Once the new membership is active, complete the Change of Personal Account Ownership Form (PDF below). 
  3. Ensure all current and new account owners sign the form. 
  4. Mail the completed form to: 
    Outlook Financial 
    Box 2, Station Main 
    Winnipeg, MB R3C 2G1 

Remove an account owner

To remove an account owner from a High-Interest Savings account or non-registered GIC, please contact an Outlook Financial Representative for assistance. 

Forms

Change of personal account ownership form

Use this form to add or remove an account owner on your Outlook Financial High‑Interest Savings Account (HISA) or non‑registered GIC. Complete and submit the form to update ownership securely.

Download the Change of Personal Account Ownership Form [PDF] opens in a new tab
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Processing time for ownership changes is typically within 2–3 business days of receipt. 

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