Banking
Finding your institution, transit and account numbers
 Find this critical banking information used to send or transfer funds between your BlueShore account and other institutions.
 Banking
Setting up direct deposits and automatic withdrawals
 Set up automatic withdrawals for bill payments or direct deposit from pensions and investments.
 Interac e-Transfers
Managing e-Transfer recipients
 Set up e-Transfer recipients quickly and easily to take advantage of this secure and convenient method for sending funds.
 Online Banking
Setting up payroll direct deposit
 Payroll direct deposit is the most convenient way to deposit your paycheque to your BlueShore account.
 RRIFs
Adjusting annual RRIF withdrawals
 While there is a minimum RRIF annual withdrawal, you can withdraw more and adjust it as your income needs change.
 Investments
Redeeming Class C investment equity shares
 It’s important to fully understand how and when you can redeem your Class C Investment Equity Shares.
 RRIFs
Calculating RRIF minimum withdrawals
 When determining how much money you want to receive as income from your RRIF, keep the minimums in mind.
 Equity Shares
Payment of investment equity share dividends
 Understanding these dividends and how they are paid Class C Investment Equity Shares earn non-cumulative dividends, declared at the discretion of the…
 RRIFs
When to open a RRIF
 When to convert your RRSP into a Registered Retirement Income Fund, or RRIF.
 Online Investing
Set up a robo-advice investment account
 Qtrade Guided Portfolios® is an online “robo-advice” investing service. You participate in market performance through a low-cost model, yet still have access to advisor help.
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 Ronak Yazd Financial AdvisorMutual Funds Investment Specialist 
Financial Advisor
Mutual Funds Investment Specialist
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