How to make Deposits and Withdrawals:

For: Money Market, Bond, Universe Corporate Bond and Equity Portfolios

  • Deposit, withdrawal, and transfer transactions can be completed by either fax or email.
  • Transactions are submitted by investor directly to the Program custodian/record keeper – CIBC Mellon.
  • Fax: Forward completed transaction form to CIBC Mellon at (416) 643-5455. An alternate fax number is (416) 643-3655.
  • Email: option must be enabled by the investor, and instructions must come from the email address of a valid signing authority as provided to the One Investment Program.  Forward all necessary transaction information or a PDF version of a completed transaction form to: #_IFA_Unitholder_Recordkeeping@CIBCMellon.com
  • Note: e-mail address is to be used only for investment transaction instructions only.
  • Investment instructions received before 4:00 pm EST time are processed for the next business day.
  • All transaction forms are available under Resources.

For: High Interest Savings Account (HISA)

  • Deposit and withdrawal transactions can only be completed by email.
  • Transactions are submitted by investor directly to LAS. Instructions must come from the email address of a valid signing authority as provided to the One Investment Program.  Forward all necessary transaction information or a PDF version of a completed transaction form and sent to: HISAone@las.on.ca
  • Note: e-mail address is to be used only for investment transaction instructions only.
  • Investment instructions received before 12:00 noon EST time are processed for the next business day.

 

Resources

Contact

Eleonore Schneider
Program Manager

T 416.971.9856 ext. 320
TF 1.877.426.6527
F 416.971.6191

 
Donna Herridge
Manager of Accounting and Corporate Services, MFOA/CHUMS

T 416.362.9001 ext. 233