Skip the paperwork. Complete RRIF conversions online.
Complete RRIF conversions before year-end with EZtransact®.
As year-end approaches, now is the time to complete RRIF conversions for clients turning 71 this year.
Using EZtransact, advisors can complete RRIF conversions digitally, helping reduce paperwork and streamline processing during one of the busiest times of the year.
Benefits of completing RRIF conversions through EZtransact include:
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Reduced paperwork
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Secure digital submission
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Streamlined processing
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Improved advisor and client experience
Avoid the year-end rush and complete clients’ RRIF conversions early. Read our latest EquiNet® article to learn more about:
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RRIF conversion deadlines
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Benefits of digital submissions
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EZtransact conversion resources
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Frequently asked questions
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Available support resources