About My Trust Account

My Trust Account is accessible through Represent a Client, a secure portal that lets trustees and authorized representatives access the My Trust Account services.

My Trust Account is accessible through Represent a Client and is:

• Convenient – It is available 21 hours a day, 7 days a week (see Hours of service).
• Easy to use – After registering, simply sign in with your CRA user ID and password.
• Fast – Information is up-to-the-minute and transactions are processed immediately.
• Secure – The CRA user ID and password are just part of the security.

You can also sign in with a Sign-in Partner. This option lets you sign in with a user ID and password that you may already have, such as for online banking. For more information, see Sign-in Partners Help and FAQs.

My Trust Account allows you to view and update (depending on your level of authorization) some account information including address, direct deposit, and authorizing a representative.  We are currently working to expand our services to serve you better.

Registering for online access as primary trustees

To gain access to My Trust Account, primary trustees must have an account on the Represent a Client portal with a representative identifier (RepID) and make sure the primary trustee name on the CRA trust account matches their name associated to their RepID. If you do not have a Represent a Client account, you can register online.

The primary trustee must be the first to register for online access. To do this you must:

1. Select authorization request, and choose Trust client.
2. Select Primary trustee registration.
   1. You will need to provide information about the trust account as part of an enhanced validation process.

After being confirmed as the primary trustee of the trust account, you will receive immediate access to My Trust Account and be able to add additional trustees, or authorized representatives to My Trust Account.

Services in My Trust Account