Deposits and withdrawals for nomine accounts

For Deposit you can click on the Green Dep button, or click on the New Order button and follow as below.

For New Order, this is a Cash transaction.

For deposit into an Open Account (CUST), simply enter the amount of the cheque into the Amount received section and click the Submit Now button at the bottom of the screen.

For EFT deposit (One Time EFT), enter the amount of the EFT Transfer into the Amount received section, then select the banking information in the Bank-Transit-Account # section and click the Submit Now button at the bottom of the screen.

Review your transaction, and confirm your deposit. Before the last confirmation screen, if you see 2 lines of information, as below, cancel the order and re-do.

Review your transaction, and confirm your deposit. Before the last confirmation screen, if you see 2 lines of information, as below, cancel the order and re-do.

To have a list of your deposit, and to close your deposit batch, please see the “Deposit Reconciliation” section of this User Guide. All back-up would need to be sent to PEAK Head Office in Montreal to the accounting department. Please refer to the instructions at the very end of the “Deposit Reconciliation” section of this User Guide.

If the client doesn’t have any active banking information, you will have to submit a void cheque to securities@peakgroup.com.

For deposit into a Registered Account, after entering the amount of the cheque or EFT into the Amount received section on the Order Details tab, click the Tax Details tab to populate the Contribution Information.

The system will automatically generate either a Contribution or Spousal Contribution for the Current Period. This selection is to be kept at all times at the default settings, with the exception of RRSP Season where you must choose 1st 60 days, if applicable.
Click on the OK button to confirm. The system will automatically bring you back to the Order Detail tab and generate the Tax details. You can then and click the Submit Now button at the bottom of the screen.

Review your transaction, and confirm your deposit. Before the last confirmation screen, if you see 2 lines of information, as below, cancel the order and re-do.

To have a list of your deposit, and to close your deposit batch, please see the “Deposit Reconciliation” section of this User Guide. . All back-up would need to be sent to PEAK Head Office in Montreal to the accounting department. Please refer to the instructions at the very end of the “Deposit Reconciliation” section of this User Guide.

For deposits involving a Transfer in (T-2033) to properly code the money, those deposits need to be made by a PEAK Office.