We're so glad you asked! Yes, we can white label our website with your firm logo and colours. Please note, you must meet certain criteria for this feature. Please reach out to your Account Manager for more information on white-labelling.
- RRIF/LIF/Spousal RRIF Update
- Client Dashboard Update
- Can I brand and white label?
- Can my client open an In Trust For (ITF) account and are they legal trust accounts?
- What kinds of features are there to help my clients save?
- Do I need to be with my client every time they login, set up an account, or process a transaction?
- How does my client update their email address?
- How do my clients access their statements?