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Maintain your Open Access account as a member of the NextPhase® Group
Retiring from work is a significant life shift and most of us do not prioritize or prepare for it. As a member of an Open Access group retirement savings plan, you have taken an important step towards financial wellness and implementing a retirement plan that aligns with your life goals. Members can stay on with Open Access after leaving their current employer. As a member of the NextPhase® Group, our plan members can choose to stay with us for life.
Maintain your Open Access account as a member of the NextPhase® Group
Retiring from work is a significant life shift and most of us do not prioritize or prepare for it. As a member of an Open Access group retirement savings plan, you have taken an important step towards financial wellness and implementing a retirement plan that aligns with your life goals. Members can stay on with Open Access after leaving their current employer. As a member of the NextPhase® Group, our plan members can choose to stay with us for life.
Continue to benefit from all the features you have come to expect as an Open Access plan member. By joining the NextPhase® Group plan, you will continue to receive professional investment management on a fiduciary basis, competitive fees and retirement planning support.
See the plan details relating to the NextPhase® Group plan and sign up below.
What you need to get started:
- Photo identification in JPG, PDF, TIFF or PNG file format.
- SIN number
- Hire date
If you have trouble accessing the attachment, contact your plan administrator.
GRS.Sponsors@openaccessltd.com
Additional Resources
Click here to access CAP Information.
Click here to access the individual CAP Portfolio Factsheets.
Click here to review the Client Relationship Disclosure Agreement.
Click here to review our Privacy Policy.
Click here to access information about what to do if you have a complaint.
Consolidating Your Personal Investment Assets
Did you know you can consolidate your personal investment assets with Open Access under our NextPhase® Group program? This includes RRSPs, Spousal RRSPs, TFSAs, LIRAs, RRIFs and Non-Registered accounts.
Click here to access the PDF form
You can email the completed form to inquiry@openaccessltd.com or send by fax to:
(416) 955-4878 / 1 (866) 955-4878
Financial Wellness Resources
Click here to access our Education page.
Your enrollment information is secure.
We are committed to protecting your privacy. Enrollment is a one-time process designed to protect your private information. Any information that is provided online is encrypted when being sent to Open Access.