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investments 

Stay in control of your savings and investments with secure Outlook Financial digital banking tools.

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A better outlook on managing your investments

Manage your investments with secure digital forms

From updating account details to transferring registered plans or making withdrawals, we’ve made it simple to manage your RRSPs, RRIFs, TFSAs and FHSAs online. No printing, no mailing—just secure digital forms you can complete and submit directly to us with one click.

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Choose what you need to do today

Account updates

Easily update or make changes to your investment accounts. 

  • Add or update a beneficiary or successor designations (RRSP, RRIF, TFSA)

  • Review Declaration of Trust

  • Update RRIF payment instructions

  • Convert your RRSP to a RRIF

  • Request a change in account ownership

Update your investment account

Transfer or rollover funds

Move your money between plans or transfer your existing RRSPs, RRIFs, TFSAs and FHSAs from other financial institutions to Outlook Financial securely and efficiently.

  • Transfer RRSP to FHSA

  • Direct transfer-in FHSA 

  • Direct transfer-in an RRSP, RRIF or TFSA

Transfer or roll over your registered plans 

Registered plan withdrawals

Access funds from your registered accounts when you need them.

  • RRSP (Savings, GIC, Home Buyers Plan or Lifelong Learning Plan)

  • TFSA

  • FHSA (qualifying or non-qualifying)

  • RRIF (one-time extra payment)

Make a withdrawal from your registered plan 

GIC management

Purchase, redeem or manage your GICs online, all from one convenient page. 

Manage your GICs 

Your banking, your savings, your outlook 

Find the most convenient way to manage your money. From mobile deposits to online transfers, our digital tools help you bank wherever you are. Discover the options that work best for you. 

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