If your account is funded, simply withdraw the funds to your linked bank account by signing in from a web browser and clicking on your name in the top-right corner of your account > Withdrawals. Once the account balance is at $0, simply submit a request to our team and we will remove the account from your profile.
If the account was never funded, you can click on the account and you should see the option to "archive it".
If you would like to delete your entire Mercer Invest Wise profile, please note that there is no charge for keeping your account open with us. Furthermore, keeping your account open will make it easier for you to access your tax slips come that time of year as well as all of your account statements. You can also certainly unsubscribe from our mailing lists if you decide to keep your account open under your Settings.
If you would still like to delete your profile, simply submit a request to our Relationship Management team and we'll help you out. Note that we can't delete your profile until you have no funded accounts. When you contact us, we'd also love to hear your feedback and why you've decided to close your account!
Note: we are required to keep records of your personal information for 7 years. This is a requirement from the Government of Canada and in compliance with the Income Tax Act. If you would like more information on this please see here.
If you are transferring the investment account to another institution, note that the transfer will need to be initiated by the receiving institution.