Welcome to SEDI Online Help for Agents

Filing Process for Tax Free Savings Account (TFSA) Holdings

You report acquisitions or dispositions of securities within your own TFSA in the same manner as other indirect securities transactions.

Ownership type: Indirect ownership

Registered holder: Indicate that the securities are held in a TFSA

If you control or direct securities held in another person’s TFSA, you report holdings and transactions in these securities in the same manner as other securities transactions.

Ownership: Control and direction

Registered holder: Indicate that the securities are held in another person’s TFSA

Instructions for Filing an Insider Report

Instructions to file an insider report for TFSAs is similar to filing a common share transaction.

See: Insider Report for Common Shares