{"id":838,"date":"2026-08-12T16:22:51","date_gmt":"2026-08-12T20:22:51","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/?page_id=838"},"modified":"2026-08-14T11:46:00","modified_gmt":"2026-08-14T15:46:00","slug":"client-resources","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/client-resources\/","title":{"rendered":"Client Resources"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"838\" class=\"elementor elementor-838\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19e31c8 e-flex e-con-boxed e-con e-parent\" data-id=\"19e31c8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-dc4c35e e-con-full e-flex e-con e-child\" data-id=\"dc4c35e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00b6ea7 elementor-widget elementor-widget-heading\" data-id=\"00b6ea7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Client Resources<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-78a1767 e-flex e-con-boxed e-con e-parent\" data-id=\"78a1767\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e133140 elementor-widget elementor-widget-toggle\" data-id=\"e133140\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"toggle.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle\">\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2361\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-2361\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">EFT\/Bill Payee Instructions<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2361\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-2361\"><ol><li>Login to your online banking<\/li><li>Navigate to the bill payment section and select \u201cAdd a Payee.\u201d<\/li><li>Add NBIN as the payee.<br \/>\u2022 ***Note \u2013 NBIN stands for \u2018National Bank Independent Network.\u2019<br \/>\u2022 ***Note \u2013 only select the NBIN option, NOT \u2018NBIN Financial Services.\u2019<\/li><li>Navigate back to the bill payment section and select the previously added NBIN payee.<\/li><li>Make a bill payment to your account number (when entering the account number, use ALL CAPS, no spaces format, ex. 123ABC)<br \/>\u2022 ***Note \u2013 you can find your account numbers on your MyPortfolioPlus Online Log-in, your monthly portfolio statements, or you can give us a call for assistance.<\/li><\/ol><p>\u00a0<\/p><p><a href=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/08\/EFT-Bill-Payee-Instructions.pdf\">Click Here<\/a> for PDF Instructions<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2362\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-2362\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">Tax Slips<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2362\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-2362\"><p>For step-by-step instructions on how to retrieve your tax slips and documents please click this link:<\/p><p><a href=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2026\/04\/WAPW-121a-01-2026-E-Tax-Package-Delivery-My-Portfolio-Updated-1.pdf\"><u>How to Download Tax Slips + Tax Package <\/u><\/a><\/p><p>If you require these documents to be shared with your accountant or tax advisor, they can be downloaded and\/or printed for you to pass to them directly or you may contact our office to provide authorization and to discuss delivery options.<\/p><p><a href=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2026\/04\/NBIN-TAX-GUIDE_2025_CAN-EN.pdf\">Tax Guide<\/a><\/p><p>We hope that you find this process convenient and easy to use. Please let us know if there is any other documentation you require.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2363\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-2363\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to Set Up Accounts Online \u2013 MyPortfolio Plus<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2363\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-2363\"><p><strong><u>Step 1 \u2013 Getting to Accounts Online \u2013 My Portfolio Plus<\/u><\/strong><\/p><ul><li>Click the \u201cClient Login\u201d tab on our website or visit\u00a0<a href=\"https:\/\/myportfolioplus.ca\/wellington-altus\/login\">https:\/\/myportfolioplus.ca\/wellington-altus\/login<\/a>.This will automatically direct you to the MyPortfolio Plus secure webpage.<img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-749\" src=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page-300x137.png\" sizes=\"(max-width: 550px) 100vw, 550px\" srcset=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page-300x137.png 300w, https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-page.png 504w\" alt=\"\" width=\"550\" height=\"251\" \/><\/li><\/ul><p><strong><u>Option 1 \u2013 Call Method<\/u><\/strong><\/p><ul><li>On the right-hand side, under \u201cNeed Help?\u201d call 1-855-844-0172. Select option 1 \u2013 Client.<\/li><li>This will connect you with a representative who will assist you in getting your accounts online set up. They will require some information, we recommend having one of your portfolio statements handy to reference (i.e., account information details, account number, etc.)<\/li><\/ul><p><strong>\u00a0<\/strong><\/p><p><strong><u>Option 2 \u2013 Online Method<\/u><\/strong><\/p><ul><li>Click \u201cstart here,\u201d which is located to the right of \u201cFirst time signing in?\u201d. After selecting \u201cstart here\u201d you should see this webpage:<img decoding=\"async\" class=\"alignnone wp-image-752\" src=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page-300x121.png\" sizes=\"(max-width: 659px) 100vw, 659px\" srcset=\"https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page-300x121.png 300w, https:\/\/advisor.wellington-altus.ca\/mauro\/wp-content\/uploads\/sites\/84\/2023\/03\/Client-login-info-page.png 511w\" alt=\"\" width=\"659\" height=\"266\" \/><\/li><li>Enter the information and proceed to 2. Accept the user agreements and 3. View my portfolio.<\/li><\/ul><p>***If you run into any issues or have questions feel free to call our office and we can assist you.<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-toggle-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-2364\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-2364\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon elementor-toggle-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-closed\"><svg class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-toggle-icon-opened\"><svg class=\"elementor-toggle-icon-opened e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-toggle-title\" tabindex=\"0\">How to register for your MyCRA LOGIN<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"elementor-tab-content-2364\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-2364\"><div class=\"elementor-element elementor-element-702f0517 elementor-widget elementor-widget-theme-post-content\" data-id=\"702f0517\" data-element_type=\"widget\" data-widget_type=\"theme-post-content.default\"><div class=\"elementor-widget-container\"><p><strong><u>Step 1 \u2013 My Account for Individuals<\/u><\/strong><\/p><ul><li>Click the \u201cmyCRA\u201d tab on our website or visit\u00a0<a href=\"https:\/\/www.canada.ca\/en\/revenue-agency\/services\/e-services\/e-services-individuals\/mycra.html\">https:\/\/www.canada.ca\/en\/revenue-agency\/services\/e-services\/e-services-individuals\/mycra.html<\/a>.<\/li><li>Navigate to \u201cOption 2 \u2013 Using a CRA user ID and password\u201d and click \u201cCRA register.\u201d<\/li><\/ul><p><strong><u>Step 2 \u2013 Provide personal information<\/u><\/strong><\/p><ul><li>Enter your social insurance number.<\/li><li>Enter your date of birth.<\/li><li>Enter your current postal code or ZIP code.<\/li><li>Enter an amount you entered on one of your income tax and benefit returns. Have a copy of your returns handy. (The line amount requested will vary. It could be from the current tax year or the previous one.) To register, a return for one of these two years must have been filed and assessed.<\/li><li>Create a CRA user ID and password.<\/li><li>Create your security questions and answers. You can also decide if you want a persistent cookie added to your computer, so you can access CRA Login Services using that same computer later without being asked for more identification.<\/li><li>After you complete step one of the registration process, you will have access to limited tax information on My Account. After you enter your CRA security code, you will have access to the full suite of services available\u00a0in My Account, as well as the Autofill my return\u00a0service.<\/li><\/ul><p><strong><u>Step 3 \u2013 Enter the CRA security code<\/u><\/strong><\/p><ul><li>To access your account, return to My Account for Individuals, select \u201cCRA login,\u201d and enter your CRA user ID and password. When prompted, enter your CRA security code.<\/li><li>You can log into CRA Login Services with a\u00a0Sign-in Partner. This option lets you log in with a user ID and password that you may already have, such as for online banking. For more information, see Sign-in Partners Help and FAQs.<\/li><\/ul><\/div><\/div><div class=\"elementor-element elementor-element-9a8bf40 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"9a8bf40\" data-element_type=\"widget\" data-widget_type=\"divider.default\"><div class=\"elementor-widget-container\"><div class=\"elementor-divider\">\u00a0<\/div><\/div><\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Client Resources EFT\/Bill Payee Instructions Login to your online banking Navigate to the bill payment section and select \u201cAdd a Payee.\u201d Add NBIN as the payee.\u2022 ***Note \u2013 NBIN stands for \u2018National Bank Independent Network.\u2019\u2022 ***Note \u2013 only select the NBIN option, NOT \u2018NBIN Financial Services.\u2019 Navigate back to the bill payment section and select [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-838","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/838","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/comments?post=838"}],"version-history":[{"count":12,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/838\/revisions"}],"predecessor-version":[{"id":857,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/838\/revisions\/857"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/media?parent=838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}