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OTC Registered Funds: Step-By-Step Guide

OTC Registered Funds: Step-By-Step Guide

Follow these step by step instructions to open & fund your registered accounts with Olympia Trust.

 

 

NOTICE: Olympia Trust offers self-serve options for registered account plans. Olympia does not provide personalized tax advice. It is your responsibility to understand available contribution limits prior to funding. Let's plan together before you start the account opening process.
 
FOR ACTIVE ACCOUNTS: Please note there is often a reporting delay for payments to reflect in the online portal. Please allow up to 10 days before inquiring about online account balances.
 
If you have any questions please contact This email address is being protected from spambots. You need JavaScript enabled to view it..