About My Trust Account
My Trust Account is a service to provide legal representatives and authorized representatives with a secure and convenient way to manage trust information online.
My Trust Account is accessible through Represent a Client and is:
- Convenient – It is available 21 hours a day, 7 days a week (see Hours of service).
- Easy to use – After registering, simply sign in with your CRA user ID and password.
- Fast – Information is up-to-the-minute and transactions are processed immediately.
- Secure – The CRA user ID and password are just part of the security.
You can also sign in with a Sign-in Partner. This option lets you sign in with a user ID and password that you may already have, such as for online banking. For more information, see Sign-in Partners Help and FAQs.
My Trust Account allows you to view and update some account information (depending on your level of authorization) including address, direct deposit, and authorizing a representative. We are currently working to expand our services to serve you better.
Registering for online access as primary trustees
Before accessing My Trust Account, a Primary trustee must register or sign in to Represent a Client (RAC). First time users will be prompted to create a RepID. Primary trustees should ensure that the name associated to their RepID matches their name on the CRA trust account.
The primary trustee must be the first to register for online access.
Once the Primary trustee has signed in to RAC and has a RepID, they must:
- Select Authorization request, select your RAC identifier (RepID, BN or GroupID) from the drop down menu, and choose Trust client.
- Select Primary Trustee registration.
- You will need to provide information about the trust account as part of an enhanced validation process.
After being confirmed as the primary trustee of the trust account, you will receive immediate access to My Trust Account and be able to add additional trustees, or authorized representatives to My Trust Account. You access My Trust Account from the Represent a Client Welcome page.
Services in My Trust Account
| Services | Level 1 Authorization |
Level 2 Authorization |
Level 3 Legal Rep/Trustee |
|---|---|---|---|
| Addresses or telephone numbers (view, update) | No | No | Yes |
| Arrange my direct deposit (start, update, stop) | No | No | Yes |
| Authorize my representative | No | No | Yes |
| View authorized representative | No | No | Yes |
| Submit documents | No | Yes | Yes |
| View trust identification | Yes | Yes | Yes |
| View Trustees | No | No | Yes |
| View account balance and statement of account | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View return and beneficial ownership | Yes | Yes | Yes |
| Make a payment online | No | No | Yes |
| Request a remittance voucher | No | Yes | Yes |
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