Discount Brokerage

• Investment Account
• Tax-Free Savings Account (TFSA)
• Registered Savings Plan (RSP) and Registered Income
  Fund (RIF) Accounts
• Registered Education Savings Plan (RESP) Account
• Transaction Requests
• Update Your Account
• Important Account Information

Note: These documents are available in PDF format and require
Adobe Reader

Investment Account

• Account Application — Personal Account
• Account Application — Non-Personal Account
• Authorization to Transfer Non-Registered Accounts
• Charitable Donation of Securities in Kind
• Investment Club Agreement
• Authorization and Indemnity
• Limitation on Benefit Statement
• W-9
• Waiver of Client Confidentiality
• W-8BEN
• W-8IMY

Tax-Free Savings Account (TFSA)

• Account Application
• Designation of Successor Holder and/or Beneficiary

Registered Savings Plan (RSP) and Registered Income Fund (RIF) Account

• Account Application
• Transfer Authorization for Registered Investments
• Registered Plan Internal Transfer
• RRSP/RRIF, Pension Direct Transfer (T2151)
• Home Buyers' Plan (HBP) — Request to Withdraw Funds from an RRSP (T1036)
• Lifelong Learning Plan (LLP) — Request to Withdraw Funds from an RRSP
• Designation of Beneficiary for RSP and RIF Account Assets
• Arm's Length Mortgage Package

Registered Education Savings Plan (RESP) Account

• Account Application
• Self-Directed Education Savings Plan — Family Plan
• Canada Education Savings Grant (CESG) Application
• RESP Transfer
• RESP Withdrawal Request
• Direction and Indemnity

Transaction Requests

• Electronic Funds Transfer (EFT)
• Monthly Contribution Plan (MCP)
• Pre-Authorized Deposits (PAD)
• Systematic Investment Plan (SIP)
• Systematic Withdrawal Plan (SWiP)
• Dividend Re-investment Plan (DRIP)
• Income Generation Account (IGA)

Update Your Account

• Power of Attorney
• Trading Authorization
• Account Guarantee
• Online Statements, Trade Confirmations and Tax Documents
• Account Profile Update

Important Account Information

• Commission Schedule and Statement of Disclosure of Rates and Fees
• Account and Service Agreements and Disclosure Documents

We’re Here to Help

If you have any questions or require assistance, contact our Investment Representatives at 1-800-465-5463 or (416) 982-7686, 24 hours a day, 7 days a week.