How to reach us

Our transactional website allows you to view the current value of your investments and complete your transactions. You can register quickly and easily online via the “Online transactions” section. You can also contact us by telephone at 1 800 463-5229.

We invite you to send us your comments using the Comments and Suggestions section of our website. You will receive a reply within a maximum of two business days.

You can change your postal or bank information by accessing our transactional website. You can register quickly and easily online via the “Online transactions” section.

You can obtain your user code or reset your password through the Online Transactions section. To do so, click on Forgot your user code? or Forgot your password? on the transactional website login page.

To ensure the security of your personal information, we will authenticate your identity before providing a user code or allowing you to reset your password. Please note that we do not transmit user codes or passwords by email.

If you are outside Canada and the United States, we invite you to call us at 418 521‑5229 (collect calls accepted).

To safeguard the security of your personal information, we never send you information regarding your account nor do we accept any instructions regarding your investments by e‑mail.

You are eligible for a refund of these fees when you transfer an amount of $1 000 or more to a term product in the Épargne Placements Québec TFSA, RRSP, RRIF, LIRA or LIF and invest it in a term product. The equivalent of 5% of the amount transferred, up to a maximum of $150, in fees stemming from the transfer are refunded. This offer applies to transfer requests made no later than March 1, 2022.

We invite you to send us proof that you were charged the fees along with a description of the transfer (date and amount of the transfer) by following this access path: Online transactions > Transmission of documents > “Refund of transfer fees” option in the pull-down menu.

You are eligible for a refund of these fees when you transfer an amount of $1 000 or more to a term product in the Épargne Placements Québec TFSA, RRSP, RRIF, LIRA or LIF and invest it in a term product. The equivalent of 5% of the amount transferred, up to a maximum of $150, in fees stemming from the transfer are refunded. This offer applies to transfer requests made no later than March 1, 2022.

We invite you to send us proof that you were charged the fees along with a description of the transfer (date and amount of the transfer) by following this access path: Online transactions > Transmission of documents > “Refund of transfer fees” option in the pull-down menu.

Please call us at 1 800 463‑5229 for the information needed to settle a succession.

However, you can send us the following documents by mail:

• A letter of instruction signed by the liquidator(s) of the succession (original required).
• The will or, in the absence of a will, the marriage contract with a testamentary clause or notarized or sworn declaration of heredity.
• A proof of the death of the participant.
• A proof of the death of the liquidator, if necessary.
• The will search certificates.

Unless otherwise indicated, you can submit a certified copy of these documents. However, please note that the copy must be a certified copy of the original.

Our offices are closed on the following holidays: