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Verify your trust memberships in minutes

As a member institution of the Canada Deposit Insurance Corporation (CDIC), Coast Capital is required to remind trustees each year to verify their trust membership information.

1Log into our secure portal

Follow the login instructions in the letter that was mailed to you, or see FAQs below.

Get started
2Review your trust memberships

Provide your information and verify your trust membership details.

3You’re done!

Download your detailed receipt.
We’ll also email you confirmation of your submission.

Frequently asked questions

Logging in

Yes. Each letter you receive contains a passcode connected to one or more specific trust memberships. To ensure you complete all required reviews, it’s important to log in with each passcode you receive. 

Documented trusts and Professional Trustee memberships 


  • If your letter is titled “Action Required: Provide your Professional Trustee attestation by April 30”… 

    Trust membership number: Any of your trust membership numbers that are currently designated as a Professional Trustee at Coast Capital. 

    Passcode: The passcode included in your letter 
  • If your letter is titled “Action Required: Complete your trust membership review by April 30”… 

    Trust membership number: Any of your trust membership numbers that are currently not designated as a Professional Trustee at Coast Capital.  

    Passcode: The passcode included in your letter  


Undocumented trust memberships (in trust for one child) 


  • Your login details are in the letter you received (one letter per membership) 


If you get locked out, you’ll need to wait 15 minutes before trying again. If you are still unable to log in, call us at 1.888.517.7000 or visit a branch.

Call us at 1.888.517.7000 or visit a branch to request a replacement letter with a new passcode.

Yes, while the deadline is April 30, you will be able to log in and complete your review until June 30. Your submission must be received by 11:59pm PT that evening.

Professional Trustees who miss the April 30 deadline are subject to the removal of their professional trustee designation.

Documented trusts

Each trust membership has a membership number, which is up to 8 digits long.

You can find it on the following: 

  • Coast Capital statement (paper or eStatement)

  • Coast Online® Banking or the Coast Mobile® Banking app (My Accounts page)

  • Agency Members with a Deposit Brokers: Refer to your GIC certificate(s) or reach out to your Agent.

Helpful tips:

  • Your membership number is up to 8 digits long. Do not enter your 12 digit account number.
  • Do not enter a membership number that is associated with your Membership Shares, RRSP, TFSA or RRIF

The CDIC rules for trust deposits have two categories of trustees, along with disclosure requirements that these trustees must meet.

The categories of trustees include:

  1. Trustees who qualify as a Professional Trustee; and
  2. Trustees who do not qualify as a professional trustee. 

To determine if you qualify to be a Professional Trustee under the CDIC Act, please refer to the trustee decision tree.

Professional Trustees may designate some, or all, of their trust account memberships as Professional CDIC Member Institution Trustee Memberships. Doing so allows you to benefit from lighter disclosure requirements for these memberships, as compared to “non-professional” trust deposits. You have certain obligations you must meet for the membership(s) you wish to identify as Professional Trustee Membership(s). 

Each year you must complete your Trust Membership Review to provide your Professional Trustee (PT) attestation. If an attestation is not received, the PT designation is automatically removed from the membership until an attestation is received.

If your PT login is not showing all your memberships, you may have some memberships that are not currently designated as PT. You will receive a separate letter for those memberships and can provide your PT attestation for those separately to redesignate them as PT memberships.


Undocumented trusts

As undocumented trust memberships are no longer offered at Coast Capital, the only change that can be made is to the existing beneficiary’s address. You can do this while completing the review online. Call us at 1.888.517.000 or visit a branch if you have questions or want to discuss your options. 


Undocumented trust memberships are intended for children aged 18 and under. For alternative options that are more suitable for the beneficiary’s needs, book an appointment (Select Personal Banking, Memberships and Accounts, Other) or call us at 1.888.517.7000.

You are required to complete the annual review regardless of the beneficiary’s age.

No, this process is only to review the undocumented trust membership(s) you opened on behalf of a child. It does not apply to and will not affect any of the named beneficiaries on your RRSP, TFSA, RRIF or FHSA plans. For inquiries regarding your registered plans, contact us at 1.888.517.7000.

If you don’t need this membership anymore, call us at 1.888.517.7000 to discuss closure options.

Completing the review

Yes, once you’ve completed your review you’ll have the opportunity to download a PDF receipt. This receipt is only available at this time and our team will not be able to retrieve it, so ensure you download it if you require it. 

You will also receive a confirmation email with limited details. The email will be sent to the email you provide in the form. 

Our new online process makes the review process quicker and easier for you, and we highly recommend you complete it online. However, if you prefer to complete your review(s) by using a paper form, you can do so by downloading and completing the following. Once you’ve completed the form, return it to us via one of the methods listed at the top of the form.

Complete one form per membership number. All fields must be legible and completed in full.

Documented trust memberships

The form you use depends on which Trustee type you are. 


Undocumented trust memberships (in trust for one child)

Use the below form.