May 27, 2016
I know back in 2016 when I first opened an online account with them I sent them a void cheque. However, I can't remember the procedure when I opened a TFSA with them for the first time in January of this year. I know I didn't send them a cheque.
Anybody else already have an account with them previously and then opened a TFSA this year?
Same as Vatox -- I just opened the extra TFSA account, took something like 3 clicks and 5 seconds.
TFSA or RRSP beneficiary forms are in PDF format and need to be downloaded from the EQ site, completed by hand and then mailed back to EQ. You can find the link to the form at the bottom of the left hand side of the menu
September 24, 2019
October 29, 2017
September 29, 2017
I have confirmed with EQ Bank that alternatives exist to link accounts, though they do not advertise them.
1. you can still call in and give the necessary linking account info and they will pass that on to their back office to create the link. This may take about 2-3 business days
2. you can fill in a form and mail in the info. Of course subject to mailing and processing time.
Maybe if enough people do this they may realize that the direct linking should at least not be the only option.
May 12, 2020