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Investor Information
 

Employee Plans Services

CIBC Mellon Employee Plans Services include recordkeeping, administration, trustee and call center services for share purchase plans, employee benefit plans group registered retirement savings plans, employee profit sharing plans and stock option plans.

 

The recordkeeping and administration component of our service is based on our new web enabled recordkeeping system called ESPrit.

 

ESPrit helps you view your plans, request transactions, obtain and view forms and information and view or print your statements.

 

To access the ESPrit system you require an internet connection and a web browser (Internet Explorer 5.5 and above is recommended). Use the following web link http://esprit.cibcmellon.com, or copy and paste the address line into your internet browser.

 

From the ESPrit homepage, participants need to:

 

  1. Select their preferred language.
  2. Input their company number, participant ID and password.
  3. Agree to ESPrit terms and conditions of use.

 

Contact Information

CIBC Mellon AnswerLine agents are available by phone or e-mail to answer your questions regarding ESP or the ESPrit website.

 

Contact  AnswerLine between the hours of 8:00 a.m. and 6 :30 p.m. ET,  Monday through Friday at :

Telephone: 1-888-630-5999  or 416-777-9525     
                      

 

Key services and features for plan participants

With secure Internet access to their plan information, employees can:

 

  • Initiate instructions such as share sales and plan transfers
  • View personal demographic information
  • View RSP beneficiary information
  • View tax information
  • View payment details
  • View and download periodic and transaction statements
  • View and download plan forms and documentation

 

 

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