Member Services
Manage my Investments - Open an RRSP Plan
New to Outlook Financial?
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!
Existing Members
If you already have a RRSP plan with Outlook Financial, you can simply purchase another GIC or make a contribution to your RRSP savings account.
To open a RRSP Plan
- Complete the RRSP Application Form.
- To invest your funds in a Fixed GIC log in to online banking to verify the RRSP savings account has been opened. Once verified complete and submit our online Deposit Form to provide your investment instructions.
Important Notes:
- To assign someone other than your Estate as the beneficiary of your registered plan, please complete a Designation of Beneficiary Form.
- Your RRSP will be opened within 2 business days after receiving your application.
If you would like to transfer in an existing RRSP from another financial institution, complete a Direct Transfer-In Form.