All About The
Plan Transfer
In July, all Family Single Student and Flex First RESPs will be transferred to an Embark Plan. Learn more about what this means for you.
What You’re Getting
Sign in to plans formerly managed by Knowledge First Financial
Key Dates To Know
Stay on top of everything to do with the transfer and our platform by reviewing our list of key dates.
June 21, 2024
The last day to make any changes to your pre-authorized contributions or banking information until July 4th, when you activate your new account.
June 25, 2024
The last day to submit a withdrawal and guarantee its processing in June, provided there are no issues with it. Access to your former digital account will be limited to viewing statements and tax slips as we prepare to transfer your RESPs to Embark.
June 28, 2024 to July 3, 2024
Embark services will experience a temporary interruption due to a planned system upgrade. The new online portal will be down during this time.
July 5, 2024
You’ll be able to activate your new online account.
September 2024
You’ll receive your final statement of account for your old plan, outlining what was transferred to your new Embark account.
Activating Your New Account
On July 4, 2024, you’ll be able to activate your new Embark online account and get access to all the new tools available to you. Until then, just sit back and we’ll take care of everything else.
You’ll need:
- Government ID
- Your Social Insurance Number (SIN)
- Email Address
- Mobile Phone
All subscribers associated with a plan should create their own account to access information about their RESP(s).
Watch Our Webinar About the Plan Transfer
Learn More About the Vote
85.09% of Flex First votes and 80.47% of Family Single Student votes were cast in favour of upgrading legacy plans to an Embark RESP. Access all important documents and information related to the subscriber vote that made this transfer possible.
