Transferring Certificates to Another Account Holder

Click here for guidance on forward certificate transfers

  1. Upon logging in to the account, click the hyperlinked transferable or banked certificate quantity under your Account Activity section
  2. On the next screen, click the Batch Transfer tab located at the top left to process multiple certificate transfers at once
  3. From here, check the box under the AddBatch column next to each certificate batch record
  4. When finished, click the Batch Transfer button next to the Total Quantity towards the top of the page
  5. On the next page, make sure the Another Account Holder option radio button is active
  6. Select the counterparty from the Select an Account Holder drop-down list
  7. Click the Submit button
  8. When returning to the home account page, the certificates initiated in the transfer will be visible from the Certificate Outbox
  9. The recipient of the certificates will log in to their account, and locate their Certificate Inbox
  10. Click the hyperlinked quantity within the Inbox, which will take the recipient to a detailed view of the certificates pending transfer
  11. Review the pending transfer, then click the check boxes under the Select All column for the corresponding certificate batches that should be confirmed
  12. Click the Confirm button at the top of the screen to finalize the transfer

Retiring Certificates for RPS Compliance

  1. Upon logging in to the account, scroll down midway down the page and locate the Subaccounts Summary section. Click the Create New Subaccount link.
  2. Fill in all fields of the New Sub-Account page. Click save.
  3. Next load obligation certificates will need to be assigned to the newly created sub-account.
  4. The GIS has a hard rule where the number of certificates in a sub-account cannot exceed the load obligation certificates in the same sub-account. This means load obligation certificates must be assigned to the sub-account first before transferring certificates to that same sub-account.
  5. From the same section containing the Create New Subaccount link, click the Assign Obligations link. In the free text field on the next screen, type in the load certificate quantity to be moved to the sub-account. Click Save.
  6. Now that the load obligation certificates have been assigned to the sub-account, you can move the certificates down to the same sub-account for retirement.
  7. Click the hyperlinked transferable or banked certificate quantity under your Account Activity section
  8. On the next screen, click the Batch Transfer tab at the top left to transfer multiple certificate batches at once
  9. From here, check the box under the AddBatch column next to each certificate batch record

10. When finished, click the Batch Transfer button next to the Total Quantity towards the top of the page

11. Finally on the next page, make sure the Sub Account option radio button is active, select your sub-account from the dropdown list, then click submit.

12. The certificates will permanently settle in the sub-account at the end the trading period.

Retiring Certificates for General Purposes

  1. Upon logging in to the account, click the hyperlinked transferable or banked certificate quantity under your Account Activity section
  2. On the next screen, click the Batch Transfer tab located at the top left to process multiple certificate transfers at once
  3. From here, check the box under the AddBatch column next to each certificate batch record
  4. When finished, click the Batch Transfer button next to the Total Quantity towards the top of the page
  5. On the next page, make sure the Reserve option radio button is active
  6. Fill in the Transferee (reason for retirement), Voluntary and Retirement State fields
  7. Click the Submit button
  8. The certificates will permanently retire in the Reserved account at the end the trading period.