Frequently
Asked Questions

To transfer money between your Achieva accounts

1. Login to Achieva Online Banking
2. Select the "Transfers" tab
3. Select the accounts you want to transfer from/to
4. Enter the transfer amount and transfer date
5. Click "Submit"

To transfer money to a GIC, RRSP or TFSA

1. Login to Achieva Online Banking
2. Choose GIC Centre, RRSP Centre or TFSA Centre in the left-hand menu
3. Follow the instructions to complete the transfer

To transfer money between Achieva clients

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 Achieva Online Banking
2. Select "Transfers"
3. Select "Transfer to Client"
4. Enter the required information to complete the transfer.

To add an Achieva client account

1. Click the menu icon in the top right corner
2. Select "Add Client"
3. Input all the required information
4. Click "Submit"