Navigate to Vesta’s new document centreat any point in the application process! Do you need more info on our funds, compensation or investment solutions? Find it all under Documents.
E-Sign packages now include transfer forms (T2033) Your clients will now automatically receive a copy of the transfer forms in their e-sign package! If the financial
institution accepts e-signatures, no need to collect their wet signature. One less step for you!
Additional improvements
Option to add special instructions.
Option to add estate as a beneficiary for all account types.
Option to select "external loan" as the source for a lump sum deposit.