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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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How can I open an account online? Click Online Transactions. Choose your account type. Complete the account-specific details required. Review and agree to the Declaration of Trust and Terms Conditions. Click Sign Document and Submit and your account will be activated.
To withdraw from your account, complete a Withdrawal form found under the Forms And Resources: Olympia Forms page of your Client Portal and email to operations@olympiatrust.com.
How can I open an account online? Click Online Transactions. Choose your account type. Complete the account-specific details required. Review and agree to the Declaration of Trust and Terms Conditions. Click Sign Document and Submit and your account will be activated.
To update the beneficiary(ies) on your account, complete a Beneficiary Change form found under the Forms And Resources: Olympia Forms page of your Client Portal here and email to operations@olympiatrust.com .
To withdraw from your account, complete a Withdrawal form found under the Forms And Resources: Olympia Forms page of your Client Portal and email to operations@olympiatrust.com.
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People also ask

You can easily transfer-in funds to your Olympia account through your Client Portal. Select Online Transactions. Select Transfer-In. Enter in the Relinquishing Institution Name. Complete the Transfer Instructions required. Review and click to accept the Terms Conditions. Click Submit Transfer-In.
Please direct Olympia clients to call our main line at 403.770. 0001 or toll free at 1.877. 565.0001. Our reception team will direct the client to either a Customer Support Representative or a Registered Plans Officer.

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