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TFSA at Peoples trust
February 8, 2023
4:35 pm
mmlt
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Oh joy. Just found out I can't do anything TFSA related in my account. Need to talk to CS unless I'm missing something and CS is a sh*tshow.

March 21, 2023
3:16 pm
hwyc
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Today I applied online for an one year TFSA GIC at PT! I took the existing client path. Then I have to email to inquire the steps to fund from my eSavings. After reading all the -ve service reviews recently, we'll see …. will just let the application expire if they don't engage

June 12, 2023
5:16 pm
hwyc
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Forgot all about my previous post (#2) here in this thread. I didn't really get a email respond back. However, somebody did process my email request and funded the Tax-Free GIC from my non-registered eSavings. I was able to see online in a matter of days.

Also applied for a Tax-Free Savings Account last Friday evening, again with fresh funds (still on hold) from my non-registered eSavings ...Got activation email just now this Monday evening.

Looks like I am going to stay around with PT for a while. sf-smile

June 12, 2023
6:28 pm
Pewter
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I do TFSAs all the time from within my account once logged in.
I can find the TFSA from either my TFSA savings account or from the e savings account.

I always call back to ensure interest is paid annually and that the GIC matures into the TFSA savings account at maturity.

June 12, 2023
7:45 pm
hwyc
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Have you completed a TFSA transfer at PT? It'll be something I like to gauge next.

June 12, 2023
8:28 pm
Pewter
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I’ve only pulled them in. No issues.

I have pushed out from Oaken, Hubert and Accelerate. No issues. Accelerate charges $50 though.

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