×

Manage preferences

Necessary cookies

These cookies make a website usable by providing basic functions such as page navigation and access to secure sections of the website. The website cannot function properly without these cookies.

Analytical cookies

These cookies enable us or our third-party analytics providers to collect information and statistics about how you and other visitors use our services. This information helps us to improve our services and products for you and others.

Preference cookies

These cookies enable the website to remember information that modifies the behavior or appearance of the website, such as your preferred language or the region in which you are located.

Advertising cookies

These cookies are used to track visitors across the Web. The aim is to display ads that are relevant and attractive to the individual user and therefore more interesting to publishers and their third-party advertisers.

Image video play btn

Watch the video

Please note that this video is without sound.

1. Log on to My Profile. 

2. On the home page, in the My financial portrait section, click on the arrow, then go to the Assets section.  

3. In the Accounts section, click on Open an account.  

4. A window will open. Answer "yes" or "no" to the tax residency question. 

5. Choose an account type. 

6. Answer "yes" or "no" to the question Are you opening this account on the request and/or for the use of a third party individual or business?, then enter the required information.  

7. Click on Continue.  

8. A form will open. Fill it out and click on Continue. 

9. Your electronic signature will be required.  Read and accept the terms and conditions. 

10. Review the information, then click on the green Sign buttons. 

11. Your request will be submitted and a confirmation displayed. Click on Confirm.  

Back to Tutorials

Interested In a Product

Other Tutorials

How do I find my savings accounts?

See the Steps read-more-arrow
Load More

Here are the steps to activate My Profile online: 

  1. On the login page, click on set up my online profile.
  2. On the next page Sign up to get started, enter your desired username. Please note that it must be between 8 and 64 characters long and contain no special characters. Next, enter your password and make sure it meets the security criteria: at least one number, between 10 and 25 characters, at least one uppercase letter, at least one lowercase letter and at least one special character.
  3. Read and accept the Terms of Service.
  4. Click on Create your account.
  5. Click on Link it!
  6. Enter your activation code and your customer identification number, then click on Continue. 
The VerifyMe service is now available to UNI users. This service allows you to authenticate yourself with the Connection Partner option and access Government of Canada services (e.g.: My Service Canada Account for individuals or My Canada Revenue Agency (CRA) Account for individuals and businesses.
Members and clients need an e-mail address on file to create any product online. You can add your e-mail address in My Profile by clicking on the icon in the top right-hand corner of the screen. Then choose Info, View all, just below your address and phone number, select E-MAIL and click on the pen icon. You can then add your e-mail address.
Learn more

You have a Business or Youth account?

Stay informed

Receive important dates, actions to be taken, deadlines, reminders and more by e-mail.