Why should advisors use the MRS TFSA for their clients?

Support programs to pre-register clients for the TFSA - see our MRS TFSA Advisor Support Option and the MRS TFSA Enhanced Advisor Support (TFSA Quick Start kit).

All the usual reasons:

1. Consolidated statements – valuable when the client has multiple accounts
2. InvestorAccess – online access to client account information
3. eDelivery option for client documents – an email to tell the investor when a document is ready for viewing
4. This is a small account strategy – Advisors have asked MRS to provide a small market value account strategy. This is it. Lower assets, lower annual account fee – with the ability to take advantage of MRS sponsored discounts to reduce the annual account fee to $0!