Knowledge First Self-Serve Options

At Knowledge First Financial, we’re always thinking of ways to make your customer experience better. Your Knowledge First secure online account now offers more capabilities at your fingertips! We’ve added new self-serve features to your online account that allow you to pause and edit contributions, and for select circumstances, you will be able to add one-time deposits at your convenience! These changes aim to give you, our customers, more flexibility with your own RESPs. Simply log in to your Knowledge First secure online account, and these new features will be available in your contributions overview.

Message Centre

Moving to a paperless environment can be a big change for some. To make it easier to see plan updates in one place, we added a super convenient ‘Message Centre’ to your secure online account. It’s your one-stop “Inbox” for important communications about your RESP!

Over the coming months, more documents and updates will be delivered via Message Centre. Watch for email notifications from @kffinancial-info.ca alerting you when new items are added. Check your spam filter so that you don’t miss any important updates!

Let’s Go Green Together!

If you haven’t already, login today to update your email address, cell phone number and consent for ‘paperless’ delivery for free, secure, 24/7 online access to your plan information. Alternate delivery methods are available – view the applicable fees here: Flex First Plan | Family Single Student Plan.

With your help, we believe we can achieve a green, low-carbon future. Thank you.