Understand the requirements and complete the setup process!

Personalized assistance to empower you and your staff to setup and manage your CARM Client Portal (CCP).

Virtual Walk Through Includes:
  • 1-hour, step-by-step virtual assistance session
  • Source affinity question data required for CARM CCP registration
  • A full explanation of CARM, Client Portal, use cases, delegations, and access rights
  • Includes obtaining an Importer Business Number, assistance in choosing an appropriate financial security option for your business, and delegating access to your broker