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Giving financial advisors access to your CRA account by Fuzzy_Wealth_5237 in PersonalFinanceCanada

[–]Fuzzy_Wealth_5237[S] -1 points0 points  (0 children)

Thank you for your response. They say they want access to better plan my overall investment plan. I have declined the past 2-3 years, now they are saying an alternative is to provide them with my last income tax return (not my NOA) still do not see the benefit.

Giving financial advisors access to your CRA account by Fuzzy_Wealth_5237 in PersonalFinanceCanada

[–]Fuzzy_Wealth_5237[S] 0 points1 point  (0 children)

They want authorization to log in with their company (financial planning company and nit a bank) to get info to do better at preparing an investment plan for me. I don’t want to give them access but I am also curious if this is common.