Go to Plan → Add Funds → From your bank account. Full steps are in How to make a contribution from your bank account.
See your recurring contributions
Your recurring contributions appear as cards in the Your recurring contributions section of your Plan page. Bank contributions are shown as separate cards for each account (one for RRSP, one for TFSA). Each card shows the amount, frequency, your next/upcoming start date, and whether auto-escalation is on. If you don’t have any yet, you’ll see a prompt to add funds.
Change a recurring contribution
- On your Plan page, find the contribution card for the account you want to change.
- Select Edit.
- Update the amount, frequency (one-time, weekly, bi-weekly, monthly), start date, or auto-escalation.
- Review and confirm.
You can have only one recurring contribution per account type. To adjust it, edit the existing card rather than creating a new one.
Pause or stop a recurring contribution
- On your Plan page, find the contribution card.
- Select Stop.
- Confirm.
Changes can take 2–3 business days to process, so a contribution scheduled in the next few days may still go through before the stop takes effect.