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Dashboard (Click on any Plan Condition: TFSA/RSP should be created…
Dashboard
Click on any Plan
Condition: TFSA/RSP
should be created
Generate Statemnets
Tax statements
Monthly/Annual statements
Withdrawals
Pay & Transfer page FT/EFT/PAD
Review & Transfer fund page
Funds transfer confirmed page and transaction summary should be updated
My Accounts
Open New Account-> Product Selectioon
Page
EQ Bank Retirement
Savings Plus Account
RRSP GIC
Open My RSP Plan
page - Empty
Buy a RSP GIC
From: FT/EFT/RSP
Review & Purchase
your RSP GIC page
Purchase
Navigate to My RSP Plan page and verify the details
RRSP HISA
Open new RSP
How would you like to
open your RSP page
When user found an error
in their SIN, Name or DOB
Contact customer Centre to update the personal information as SIN, Name or DOB fields are read only
When user notice an error in stored
information like Address/Phone numbers
Make changes to Address/
Phone numbers
RSP Account created and
navigate to congratulations page
1 more item...
When personal information
is correct
Congratulations page
My Plan link
1 more item...
Buy a RSP GIC
From: FT/EFT/RSP
1 more item...
Add money to my RSP
1 more item...
Transfer an existing RSP
Confirm your personal
information page
Transfer
details page
Confirm tranfer
details page
Submit the application using
a. Upload
b. Mail
c. Fax
1 more item...
EQ Bank Tax Free
Savings Plus Account
TFSA GIC
Open My TFSA Plan
page - Empty
Buy a TFSA GIC
From: FT/EFT/TFSA
Review & Purchase
your TFSA GIC page
Purchase
Navigate to My TFSA Plan
page and verify the details
TFSA HISA
Transfer an
existing TFSA
Confirm your personal
information page
Transfer
details page
Confirm tranfer
details page
Submit the application using
a. Upload
b. Mail
c. Fax
1 more item...
Open new TFSA
How would you like to open your
Tax-Free Saving Plus Account page
When user found an error
in their SIN, Name or DOB
Contact customer Centre to update the personal information as SIN, Name or DOB fields are read only
When personal information
is correct Ex: SIN, DOB etc.
Congratulations
Page & Fund my TFSA
My Plan link
1 more item...
Buy a TFSA GIC
From: FT/EFT/TFSA
1 more item...
Fund My TFSA
1 more item...
When user notice an error in
stored information like
Address/Phone Numbers
Make changes to Address/
Phone numbers
TFSA Account created and
navigate to congratulations page
1 more item...