To transfer money between your Achieva accounts
1. Log into Achieva Online Banking
2. On the home page, go to the "Quickly Move Money" section
3. Enter the details of the transfer:
- Select the account you want to transfer from
- Select the account you want to transfer to
- Enter the transfer amount and date of transfer
4. Click "Submit"
To transfer money to a GIC
1. Log into Achieva Online Banking
2. Go to "Investments" and click "Purchase Investment"
3. Select "Purchase GIC"
4. Enter details and click "Submit"
5. Review details and click “Confirm” to complete the purchase
To transfer money to an existing Variable RRSP or TFSA
1. Log into Achieva Online Banking
2. Scroll to the existing Variable RRSP or TFSA account you want to transfer to
3. Click "Options"
4. Select “Deposit to RRSP or TFSA”
5. Enter details and click “Submit”
6. Review details and click “Confirm” to complete your transfer
To transfer money to a new Variable RRSP or TFSA account
1. Log into Achieva Online Banking
2. Go to "Investments" and click "Purchase Investment"
3. Select "Purchase RRSP" or "Purchase TFSA"
If you do not have an RRSP or TFSA contract, you will be prompted to open one
4. Enter your information and click "Continue"
5. Review details and click “Submit” then "Confirm" to complete your transfer
To transfer money between Achieva clients
To make a Client to Client Transfer, you will need to know the account number you are transferring to.
1. Log into Achieva Online Banking
2. Select "Move Money" then click "Client to Client"
(To add a client account: click the person icon next to the "To" field)
3. Input all the required information and click "Submit"
To transfer money between your Achieva accounts
1. Log into the Achieva Mobile App
2. Go to the "Move Money" menu
3.Select "Transfer Funds"
4.Select the accounts you want to transfer from/to
5.Enter the transfer amount and transfer date
6. Click "Submit"
7. Review and ""Confirm" to complete your transfer.
To transfer money between Achieva clients' accounts you will need to know the account number of the Achieva client you are transferring money to. There is a transfer limit of $2,500.
1.Login to the Achieva Mobile App
2. Go to the "Move Money" menu
3.Select "Client to Client"
If you need to add an account, click the person icon and enter the required information. Once the contact has been added you can complete your client to client transfer.
