How can I use my balance work for my savings, investment, or RRSP contributions?

You can use your savings or investment balances by making a transfer and submitting proof in Tedy.

Unlike regular claims, using your savings, investment balances, or RRSP contributions doesn’t require a traditional receipt.

Instead, you’ll need to complete the transaction first from your personal account, then submit proof in Tedy so we can reimburse you.

Here’s how it works:

  1. Make the contribution or transfer (e.g., RRSP contribution, investment deposit, or savings transfer) using your personal account.

  2. Take a screenshot or download a confirmation showing the transaction.

  3. Submit this document in Tedy as your claim.

  4. Once approved, the amount will be reimbursed to the bank account you’ve added in Tedy.

What your proof must include:

  • The amount transferred

  • The date of the transaction

  • Confirmation that the transfer was completed (e.g., status or destination account)

Important notes:

  • A traditional receipt is not required for these types of claims.

  • The transfer must be completed before submitting your claim.

  • Make sure the category is available in your wallet — eligibility depends on your employer’s plan.

If anything is missing or unclear, your claim may be declined — but you can always resubmit with the correct information.

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