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How to make an online contribution

Looking to make a contribution to your investment account, RRSP or TFSA? You can do so in a few easy steps via your online banking.

To set up HollisWealth as a new payee:

  1. Log in to your online banking profile or with your mobile banking app
  2. Select "bills" or "pay bills"
  3. Select "add a payee"
  4. Enter "HollisWealth a division of IAS" as the payee (note: the exact wording may differ slightly depending on your bank)
  5. In "payee account" enter your HollisWealth account number (no dashes)
  6. In "account description" it is a good idea to write the account type (i.e. TFSA, RRSP) so that you can keep track for future contributions
  7. Select finish

To make a contribution:

  1. Select "pay this payee"
  2. Enter the desired contribution amount
  3. Select finish/confirm transfer

Done! The funds will then arrive in your HollisWealth account within 1-3 business days. We always recommend contacting our office when you have made an online contribution so that we can watch for the funds to arrive and invest them accordingly.

Posted In: InvestingInvesting Essentials