Add Authorized Representative

STEP 1 STEP 2 STEP 3 step 4 step 5 step 6 step 7

Step 1

Visit Authorize a representative: How to give authorization - Canada.ca, select the appropriate option and then choose ‘Sign in to My Account’.

Step 2

On the next page, scroll down and select ‘Option 1 – Using one of our Sign-In Partners’. This will allow you to login to your My CRA account using your online banking credentials.

Step 3

After you’ve successfully logged in, you’ll be taken to your My CRA homepage dashboard. From there, select the ‘Profile’ option on the left rail:

Step 4

Once on your Profile page, scroll down until you see the ‘Authorized representative(s)’ box on the right side of the page:

Step 5

Select the ‘+ Add’ button. From there, select the ‘Start’ button on the next page. You’ll be asked to enter a RepID, GroupID or BN. Once you’ve entered the right ID, click the ‘Search’ button.

If you’re authorizing your advisory team, enter their RepIDs (you’ll have to do this more than once depending on the number of advisors you’re working with – i.e. if you work with two advisors, you’ll do this for each of them).

You will also need to authorize Novel Wealth. The GroupID for Novel Wealth is GHZ35G

If you’re also working with Novel Accounting, you’ll also need to authorize Novel Accounting. The GroupID for Novel Accounting is G3Z2BH

Step 6

Click ‘Next’ under the ‘The following representative has been identified’ box. You’ll be taken to the next step, where you should select:

Level 1 for Advisors

Level 1 for Novel Wealth

Level 2 for Novel Accounting (if Novel Accounting is doing, or will be doing your taxes)

Yes to ‘Online Access’

Leave the ‘Expiry date’ blank

Step 7

As a reminder, where you need to add multiple advisors and/or Novel Wealth and Novel Accounting, you’ll need to repeat this process until all parties have been added.

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How To Add Novel Wealth
And Your Advisory Team
As Authorized 3rd Parties
To Your My CRA Account

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Your Financial Future
Starts Here

Book A Call With A Helpful Advisor Today
‍
Connect with our top-rated team and get clear answers about your options. With 250+ 5-star reviews, we’re focused on building lasting relationships.
‍
You don’t need to be wealthy to work with us.

How To Add Novel Wealth And Your Advisory Team As Authorized 3rd Parties To Your My CRA Account

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Your Financial Future Starts Here

Book A Call With A Helpful Advisor Today‍Connect with our top-rated team and get clear answers about your options. With 250+ 5-star reviews, we’re focused on building lasting relationships.‍You don’t need to be wealthy to work with us.

How To Add Novel Wealth
And Your Advisory Team
As Authorized 3rd Parties
To Your My CRA Account

Your Financial Future
Starts Here

Book A Call With A Helpful Advisor Today
‍
Connect with our top-rated team and get clear answers about your options. With 250+ 5-star reviews, we’re focused on building lasting relationships.
‍
You don’t need to be wealthy to work with us.