How to update your bank account information

You can update the bank account your contributions come from on both desktop and the mobile app. There are two ways to do it, and updating it once applies everywhere — it updates both your RRSP and TFSA contributions.

Option 1 — From your contribution

1. Go to your Plan page.
2. Open a contribution (via Add Funds or by editing a contribution card).
3. At the bank details step, open the bank details window and enter your new transit, institution, and account number.
4. Confirm.

Option 2 — From your profile

1. Go to Personal Information → Bank info.
2. Enter or update your transit, institution, and account number.
3. Save.

Once updated, your new bank account is used for all future contributions from your bank account. If you can’t update it yourself, contact us and we can help.