With us it's digital

The Olympia Online suite offers you instant access to inclusive account details and transaction information. Our new online transaction feature empowers you to complete real-time transactions with no tedious paperwork requirements while guaranteeing you’re treated to a peak user experience.

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Enhanced Mobile Login

Utilize Apple Touch ID and Face ID for instantaneous login

Account Updates

Update your personal information and preferences while on-the-go

Investment Care

Stay in-the-know on your investment transactions anytime, anywhere

Manage Fees

Manage your fees efficiently with zero paperwork

Online Transactions

Quickly open new accounts and perform real-time online transactions

Export Data

Efficiently export your investment holdings and transactional data with a click of a button


Online Transactions

The Olympia mobile app and web portal allow you to swiftly perform online transactions, including opening new accounts, contributing cash, authorizing third-party account access, requesting direct transfers-in and more!

See feature list below for more details


Web Portal
Mobile App
Accounts:  Transactions
Accounts:  Holdings Transactions
Accounts:  Income Fund Summaries
Statement Print (pdf)
CSV / Excel Exporting
Client Registration
New Account Opening (Excluding Corporate / Joint / RESP Accounts)
Add & Delete Third Party Letter Of Authorization
Add or Update Fee Payment Source
New Contribution
New Transfer-In
Exempt Market Security Purchases
Upload Documents
Apple Pay:  One-Time Credit Card Payment
Stripe:  One-Time Credit Card Payment
Bank Account: One-Time Fee Payment
Forms and Resources:  Resources
Forms and Resources:  Tax Forms
Forms and Resources:  Document Centre
Forms and Resources:  Olympia Forms
Profile (Contact Info and Password Updates)


How will I know when Olympia releases new features for their web portal and mobile app?

Olympia provides our clients with information pertaining to each new feature release via email and social media.

Interested in following us on social media for updates on new feature releases? Connect today!

Who can I contact if I'm experiencing technical issues?

Please contact our Client Support Team directly by phone at 1-877-565-0001 or by email at rrspinfo@olympiatrust.com.

We are available to assist you Monday - Friday from 8:00 am - 4:30 pm (MDT).

Are there any accounts not available through the online transactions platform?

Due to signature requirements, the following accounts cannot be opened through the online transactions platform; Corporate, Joint and RESP accounts. To open these accounts, please visit our Forms page or call us at 1-877-565-0001 for further support.

Will I be notified upon completing a transaction through the Olympia Online platforms?

Yes. Each transaction will provide you with a confirmation message once you have completed the transaction through our web portal or mobile app. When opening a new account or submitting exempt market purchase instructions, you will also receive an email confirmation.

Are there any transfers-in that are ineligible using the Olympia Online platform?

Due to signature and additional documentation requirements, the following transfers-in are ineligible through the Olympia Online platform; Registered Pension Plan (RPP), Defined Contribution Pension Plan (DCPP), Deferred Profit Sharing Plan (DPSP) and Registered Education Savings Plan (RESP). To facilitate a RPP, DCPP or DPSP transfer-in, please visit the government of Canada website (here) to obtain the T2151 Form or contact your previous employer/pension provider for more information. To facilitate an RESP transfer-in, visit our Forms page or call us at 1-877-565-0001 for further support.

Are all features available through both the mobile and web portal?

Please refer to our features list section for more information.