News and views

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 iA Private Wealth 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 "iA Private Wealth" as the payee (note: the exact wording may differ slightly depending on your bank)
5. In "payee account" enter your 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 investment 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.