Member Services
Manage my Investments - Open a TFSA 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 TFSA with Outlook Financial, you can simply purchase another GIC or make a contribution to your TFSA savings account.
To open a TFSA Plan
- Complete the TFSA Application Form.
- If you would like to transfer in an existing TFSA from another financial institution, complete a Direct Transfer-In Form.
- To invest your funds in a Fixed GIC log in to online banking to verify the TFSA 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, or to assign a successor holder, please complete either a Designation of Beneficiary form or Successor Holder Form.
- Your TFSA plan will be opened within 2 business days after receiving your application.