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Deposits

R

ates on GICs change frequently – often on a daily basis – so it’s important to know exactly what to do to get your business on the books when the time is right. We make it easy.

1
If you’re new to our Deposit Services, please contact one of our business development representatives at:
Email: businessdevelopment@b2b-trust.com
Phone: 1.800.263.8349, option 3
2
Obtain information on our portfolio of deposit products. When you’re ready to purchase a term for your clients, you can either deposit their cheques directly through a service1 with Royal Bank of Canada and TD Canada Trust or, you can send their cheque(s) to our office.
3
Our application workflows will help you understand the submission processes: Non-Registered GIC Workflow, RRSP GIC Workflow, RRIF GIC Workflow.
4
Help your client complete an application. If you come across a section that requires clarification, take a look at our sample Non-Registered GIC Application, sample RRSP GIC Application, or sample RRIF GIC Application.
5
Forward your client’s original application – including their cheque(s) and/or original deposit slip(s) – to B2B Trust, Deposit Services, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5.

1 In Quebec, the direct deposit service is only offered through Laurentian Bank.

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