About My Trust Account

My Trust Account is accessible through Represent a Client, a secure portal that lets trustees and authorized representatives access the My Trust Account services.

My Trust Account is accessible through Represent a Client and is:

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 (depending on your level of authorization) some account information 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

To gain access to My Trust Account, primary trustees must have an account on the Represent a Client portal with a representative identifier (RepID) and make sure the primary trustee name on the CRA trust account matches their name associated to their RepID. If you do not have a Represent a Client account, you can register online.

The primary trustee must be the first to register for online access. To do this you must:

  1. Select authorization request, and choose Trust client.
  2. Select Primary trustee registration.
    1. 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.

Services in My Trust Account

List of services
Services Level 1
Level 2
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
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