Step 1 – Sign up for MyCRA
Click here
Step 2 – Designate your advisor
- Log into My CRA - Click here
- Click on “Profile” (left-hand side of the page)
- Click on “Authorized Representative” on the right-hand side of the page
- Click “Add”
- Click “Start”
- Enter the Group ID “GTP8W3”
- Click on “Search” – (SH Financial Solutions)
- Click on “Level 1” for Authorization Level
- Click “Yes” for on-line access
- Leave the expiry date blank – Note: you can cancel this authorization at any time
- Click on “Next”
- Click on “Confirm”
- Click on “Submit”
My Service Canada set up
Sign up to view and update your information for:
- Canada Pension Plan (CPP)
- Old Age Security (OAS)
Click here for instruction
* Email us at investments@shfinancialsolutions.com to obtain our representative code