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How do I find my EE number / user ID?

To find your EE number / user ID, you must make certain you are on the "Account Overview" page of the site. You can do this by clicking on the 'Account Overview' text in the top navigation bar (highlighted in yellow in the image above).

Once you have selected the Account overview page, the account number will be displayed on the right-hand side of the screen, just below the account ribbon - as shown by the black arrow in the image above. 

Your UserID / EE number that you will need for the transfer of TFSA holdings from other Financial Services providers, starts with the letters EE and will look like this EExxxxxx-yyyyyy, where the x's in the example represent your UserID / EE number and the y's your trust account number.

For the TFSA transfer form, we require ONLY the numbers after the letters EE and before the minus sign / hyphen.

You must enter this 5-6 digit UserID in the blocks provided on the form, as shown in the image below.

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