Member Services

Manage my Investments


If you have an existing RRSP, RRIF or TFSA at another financial institution, you can complete a Direct Transfer-In form to transfer the funds to an Outlook RRSP, RRIF or TFSA.


If you are not a current member, open your membership by clicking the "Apply Now" button to the right, and completing and submitting our quick online application!

If you don't already have a RRSP, RRIF or TFSA plan with Outlook Financial

You must first fill out one of the following:

To directly transfer in a RRSP, RRIF or TFSA

Important Notes:

  • To assign someone other than your Estate as the beneficiary of your registered plan, please complete a Designation of Beneficiary form.
  • Your Direct Transfer-In request will be processed and sent to the institution your are transferring from within 4 days. Please be advised that a transfer can take 4-6 weeks.
  • Also, rates are subject to change without notice at any time and we do not guarantee rates while funds are being transferred. For more information, please contact us
  1. Complete the Direct Transfer-In Form.

    Please note that you will require Adobe Reader to complete PDF forms. The PDF Reader is available from Adobe, which is a third party service provider. You will exit the Outlook Financial website and open a new browser tab by clicking on the following link. To proceed, download the free PDF reader here [].

    Print, sign and date the form, and send the form by mail to the following address:

      Outlook Financial
      Box 2, Station Main
      Winnipeg MB R3C 2G1

  2. To invest your funds in a Fixed GIC
    Log in to online banking to verify the transfer has been completed. Once verified, complete and submit our online Deposit Form to provide your investment instructions.

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Rates effective
Apr 19, 2024

  • 3.60% Savings
  • 5.00% 1 Year Term
  • 4.40% 5 Year Term
View all rates