To find your EE number / user ID, you must:
1. Ensure you select your TFSA account from the account ribbon, which runs horizontally across the page just below the EasyEquities logo at the top of the page (as shown in purple in the image below).
2. 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 (also visible in the image above).
Once you have selected the TFSA account and the Account overview page, the TFSA 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.
The full TFSA account number, which you will use as your reference for deposits as well as your account number for the transfer of TFSA holdings from other Financial Services providers, starts with the letters EE and will look like this EExxxxxx-xxxxx, where the x's in the example represent the numbers unique to your account.
For the TFSA transfer form, we require ONLY the first part of the number before the minus sign / hyphen and ask that you please replace the X's after the minus sign / hyphen with the words "TFSA transfer" as follows:
Please note: The form contains empty spaces to guide you on on the entry of your 5/6 digit EE number / userID.