Statement changes coming in October.
Beginning October 2026, your monthly digital statement will be changing. We're moving to a relational statement model, which means you’ll get a complete picture of all ...
Outlook Financial Newsroom
Explore recent news, product changes, and organizational updates shaping your experience with Outlook Financial.
Latest news
Introducing DocuSign, a Digital Signature Solution.
Outlook Financial is making significant improvements to enhance the member experience. We are pleased to announce the integration of DocuSign, a digital signature ...
Action required by members who own Cashable GICs.
Outlook Financial discontinued Cashable GICs in November 2019. Only Fixed GICs are available. Notice of this change was provided at the time. Please ensure that your ...
Outlook Financial is going paperless.
Effective July 1, 2022, Outlook Financial is going paperless and paper statements will no longer be produced. eStatements will be available for account holders in online ...
New Declarations of Trust for RRSPs and TFSAs, effective Jan 1, 2020.
Please be advised that the Declaration of Trust for any RRSP and/or TFSA products you hold with Outlook Financial has been amended to meet regulatory requirements as of ...
Our designation of beneficiary forms have changed as of November 18, 2019.
Our designation of beneficiary forms for RRIF and TFSA now provide for the designation of a successor annuitant/successor holder. Your designation of beneficiary by ...
Our product line has changed!.
First, we just want to say thanks for your patience as we made changes to the website over the November 17 weekend. We’ve made some changes to our Guaranteed Investment ...