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Online Transfers

If you have a self-directed (nominee) account with FundEX Investments or B2B Bank, you may be able to make an online transfer from your bank account in just a few minutes. Here’s how:

FundEX Self-Directed Account – IA Advisory Services (IAAS)

  1. Sign into your banking institution’s online banking system.
  2. Navigate to the ‘Add Payee’ section.
  3. Add FundEX Investments as a ‘payee’. You can add nicknames for the accounts to simplify i.e. John’s TFSA.
  4. Enter your nominee account number. It starts with the letter ‘N’ followed by 8-10 numbers. You will find the number on your printed statement or by logging in to your account online via FundEX Wealthview. It is not to be confused with your FundEX Client ID, which appears in the top corner of your portfolio summary. Money can only be transferred via bill payment with your bank only if your FundEX plan is self-directed.
  5. Enter the dollar amount for the contribution and click the button to submit.
  6. FundEX will receive the funds and post the contribution to your account.

FundEX Approved Financial Institutions

As of March 15, 2018 you can make transfers using the following financial institutions:

 

B2B Bank Self-Directed Account

  1. Sign into your banking institution’s online banking system.
  2. Navigate to the ‘Add Payee’ section.
  3. Add  B2B Bank Financial Services as a ‘payee’. Do not use other B2B payees.
  4. Enter your account number with B2B for the specific self-directed plan you want to transfer money to i.e. open, RRSP, spousal RRSP, TFSA. You will find the number on your printed statement or by logging in to your account online (either via FundEX Wealthview or B2B Bank Investor Access). The plan number will be either 7 or 8 digits long. It is not to be confused with your FundEX Client ID, which appears in the top corner of your portfolio summary.
  5. Enter the dollar amount for the contribution and click the button to submit.
  6. B2B will receive the funds and post the contribution to your account.

Note:

  • Online contributions are not instant, so do not leave it until the RRSP deadline.
  • Unfortunately, not all financial institutions are set up for online transfers to FundEX or B2B Bank Financial.
  • You should notify Fraser & Partners when you have made the online transfer. We will watch for the deposit.

You can only make online contributions to self-directed (nominee) accounts. If your account is held directly with an investment company (e.g. Sentry, IA Clarington, etc.), you’ll have to make your investment the old-fashioned way. Please contact us for the details.

If you have any questions please contact us.