New Feature on the Estate Document Transmission Tool

We would like to remind everyone about our Nominee Estate Document Transmission Tool, which was launched on May 29 on the Advisor Centre. You can access it from the “Client Search” section on the home page:

 

This tool was designed to streamline estate processing by ensuring that all documents are submitted in compliance with requirements, without any steps being overlooked, so that estate cases are processed accurately and efficiently.

New feature – Reset button
Advisors now have the ability to reset submitted documents if any requirements were missed. By selecting the Reset button, you can now resubmit all the documents, including any omitted items. This ensures that all documents are submitted as a single package and that the entire estate case can move through the appropriate workflows.

 
Reminders

• Please use this tool for all estate requests, except for corporate accounts, and discontinue the use of the “Estate Processing” option in the Secure File Upload Tool. Uploading documents in both locations will result in duplicate submissions, which may lead to processing delays.  
  
  
• The Estate Document Transmission Tool allows you to submit documents for each plan type held by the client. Progress can then be tracked by plan within the Business Tracker Tool. 
  
  

Should you have any questions, please reach out to us at estates@investia.ca, or contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.