Executor’s Checklist
As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines […]
Tax Slips 2023
For step-by-step instructions on how to retrieve your tax slips and documents please click this link: My Portfolio+ Client Instructions 2023 Tax Year 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 […]
EFT/Bill Payee Instructions
Login to your online banking Navigate to the bill payment section and select “Add a Payee.” Add NBIN as the payee. • ***Note – NBIN stands for ‘National Bank Independent Network.’ • ***Note – only select the NBIN option, NOT ‘NBIN Financial Services.’ Navigate back to the bill payment section and select the previously added […]
How to Set Up Accounts Online – MyPortfolio Plus
Step 1 – Getting to Accounts Online – My Portfolio Plus Click the “Client Login” tab on our website or visit https://myportfolioplus.ca/wellington-altus/login.This will automatically direct you to the MyPortfolio Plus secure webpage. Option 1 – Call Method On the right-hand side, under “Need Help?” call 1-855-844-0172. Select option 1 – Client. This will connect you […]
How to Register for a CRA User ID and Password?
Step 1 – My Account for Individuals Click the “myCRA” tab on our website or visit https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/mycra.html. Navigate to “Option 2 – Using a CRA user ID and password” and click “CRA register.” Step 2 – Provide personal information Enter your social insurance number. Enter your date of birth. Enter your current postal code or […]