New agreement

There are a number of changes to the Simplii Financial Tax-Free Savings Account agreement that start April 19, 2020. Read the Tax-Free Savings Account agreement effective April 19, 2020 (PDF, 160 KB) Opens a new window in your browser..

Here’s a summary of key changes to the Simplii Financial TFSA agreement (PDF, 85 KB) Opens a new window in your browser..

By continuing to use your TFSA after the changes take effect, you’re accepting these changes. You can cancel your agreement without cost within 30 days of the changes taking effect by calling us at 1-888-723-8881Opens your phone app.. If you choose to cancel, you remain responsible for taxes or penalties placed on you under tax laws or by third parties as a result of ending the plan.