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Requirements for uploading financial documents

Last updated November 26, 2024

Example of financial documents: Bank statement Canada Pension Plan (CPP) Employment Insurance (EI) Old Age Security (OAS) Ontario Works (OW) Ontario Disability Support Program (ODSP) Pay stubs Property deeds Record of Employment (ROE) Trusts Document requirements: Your name must appear on all documents Documents should be recent, usually no older than two to three months…

How to take a long screenshot on your mobile device

Last updated November 26, 2024

A long screenshot (also called a scrolling screenshot) lets you capture more content than what’s visible on your screen. This is useful for saving long documents and webpages. For iPhone/iPad (iOS) Take a regular screenshot (press power + volume up buttons) Tap the screenshot preview Select “Full Page” at the top Tap “Done” to save…

My login screen to the client portal does not look right. Is there something wrong?

Last updated January 13, 2023

Your browser may be outdated or your cookies/cache may need to be cleared if your login page looks like this: Click here to download image. Seeing this login page means you may not be able to receive the authorization code (PIN) needed to create your profile or login to your account.  If your login screen…

How do I clear my cache / delete my cookies?

Last updated January 13, 2023

For PC web browsers Google Chrome Open the browser Access the three-dot menu in the upper right corner of Chrome Select “More tools” Select “Clear browsing data” When the dialog box opens, options will be presented to delete your browsing, download history, cookies, cached imagines and files. You will have the option of deleting information…

Can I create my own password or will one be given to me?

Last updated February 28, 2023

You can create your own secure password but it must have the following to ensure it meets the security standards: Minimum 8 characters and maximum of 30 characters Minimum of 1 Capital letter Minimum of 1 number Minimum of 1 special character (e.g. !@#$)


Showing 1 - 10 of 25 results