You may be looking for:

• Represent someone who died

My Trust Account provides legal representatives and authorized representatives with a secure and convenient way to manage trust information online.

My Trust Account is only accessible in Represent a Client through the Representative panel in your CRA account.

On this page

• Who can use My Trust Account
• Get access through Represent a Client
• Services in My Trust Account
• Resources

Who can use My Trust Account

The primary trustee must be the first to register for online access to My Trust Account. After that, they may add authorized representatives.

Register for online access as a primary trustee

Before accessing My Trust Account, a primary trustee must add or access Represent a Client. First time users will be prompted to create a RepID. The primary trustee should ensure that the name associated to their RepID matches the name on their CRA trust account.

Once the primary trustee has accessed Represent a Client and has a RepID, they must:

1. Select Authorization request
2. Choose their RAC identifier (RepID, BN or GroupID) from the drop down menu
3. Select Primary Trustee registration
4. Provide information about the trust account as part of an enhanced validation process

After being confirmed as the primary trustee of the account, you will receive immediate access to My Trust Account which you can access from the Represent a Client Welcome page.

Get access through Represent a Client

My Trust Account is only accessible through Represent a Client in your CRA account.

1. Sign in to your CRA account
2. Select your representative account from the Welcome page to access Represent a Client
3. Enter your Trust number and select Access T3

Learn more about registering a trust account: Application for a Trust Account Number

Services in My Trust Account

Refer to the table below to understand the services available to each authorization level.

Table of authorization levels and services

Resources

Help with using your CRA account