About My Trust Account

You may be looking for:

• Represent someone who died

My Trust Account provides legal representatives and authorized representatives with a secure and convenient way to manage trust information online. Transactions in My Trust Account are processed immediately, and information is up-to-the-minute.

My Trust Account is only accessible through the Represent a Client welcome page.

On this page

• Who can use My Trust Account
• Sign in through Represent a Client
• Services in My Trust Account
• Resources

Who can use My Trust Account

The primary trustees must be the first to register for online access. After that, they may add additional trustees and authorized representatives.

Register for online access as a primary trustee

Before accessing My Trust Account, a primary trustee must register for or sign in to Represent a Client. First time users will be prompted to create a RepID. The primary trustee should ensure that the name associated to their RepID matches the name on their CRA trust account.

Once the primary trustee has signed in to Represent a Client and has a RepID, they must:

1. Select Authorization request
2. Choose their RAC identifier (RepID, BN or GroupID) from the drop down menu and select Trust client
3. Select Primary Trustee registration
4. Provide information about the trust account as part of an enhanced validation process

After being confirmed as the primary trustee of the account, you will receive immediate access to My Trust Account which you can access from the Represent a Client welcome page.

Sign in through Represent a Client

My Trust Account is only accessible through Represent a Client.

Sign in to Represent a Client

From the Represent a Client welcome page, enter your Trust number and select Access T3.

Learn more about registering a trust account: Application for a Trust Account Number

Services in My Trust Account

Refer to the table below to understand the services available to each authorization level.

Search Services in My Trust Account

results out of , filtered to Level 1 Authorization, filtered to Level 2 Authorization, filtered to Level 3: Legal Rep/Trustee

Table of authorization levels and services

Table of services

Services	Access available to Level 1 Authorization available to Level 2 Authorization available to Level 3: Legal Rep/Trustee
Addresses or telephone numbers (view, update)	Level 1: No access Level 2: No access Level 3: Allowed
Arrange my direct deposit (start, update, stop)	Level 1: No access Level 2: No access Level 3: Allowed
Authorize my representative	Level 1: No access Level 2: No access Level 3: Allowed
View authorized representative	Level 1: No access Level 2: No access Level 3: Allowed
Submit documents	Level 1: No access Level 2: Allowed Level 3: Allowed
View trust identification	Level 1: Allowed Level 2: Allowed Level 3: Allowed
View Trustees	Level 1: No access Level 2: No access Level 3: Allowed
View account balance and statement of account	Level 1: Allowed Level 2: Allowed Level 3: Allowed
View mail	Level 1: Allowed Level 2: Allowed Level 3: Allowed
View return and beneficial ownership	Level 1: Allowed Level 2: Allowed Level 3: Allowed
Make a payment online	Level 1: No access Level 2: No access Level 3: Allowed
Request a remittance voucher	Level 1: No access Level 2: Allowed Level 3: Allowed

Resources

Help with using the CRA sign-in services