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OlympicTrust/walton international

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OlympicTrust/walton international Reports & Reviews (1)

Outstanding Balance on Your Self-Directed Account

Dear SHEILA,

As of April 20th, 2021, your self-directed account has an outstanding balance. To avoid any service interruption, please bring your account balance current.

If you have already made a payment and your account is up-to-date, please disregard this reminder.

We accept payment via various convenient options as outlined below:

Option 1 – Olympia Online

Step 1: Access portal.olympiatrust.com and click LOGIN to your Olympia Trust Company Client web portal

Step 2: Select Online Transactions from the sidebar menu

Step 3: Select Fees

Step 4: Choose your preferred Fee Payment method (options and instructions below)

One-Time Credit Card Payment

One-Time Bank Account Payment

Add Recurring Fee Payment Source (Bank Account or Credit Card)

*If adding a recurring fee payment source, we will take care of processing the outstanding balance once the new payment source has been added.

Option 2 - Online Banking Payment

Step 1: Through your banking platform, add Olympia Trust - Registered Plans as a payee

Step 2: Make an Online bill payment

*Please use your self-directed Olympia account number as the account number for the payment

Option 3 – Contact Us

Step 1: You can make a Credit Card payment over the phone by calling us directly at 1.877.565.0001

Step 2: Select your language preference and Press 2

Sincerely,

Olympia Trust Company

Client Support Team

Registered Plans & TFSA Division

Toll-Free: 1.877.565.0001 Email: [email protected]

Monday – Friday

8:00 a.m. – 4:30 p.m. (Mountain Time)

For more information, go to www.olympiaonline.ca

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