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Getting Started

Secure Login

Account Application Forms

To Open a Standard Trading Account

	Individual Account New Account Application Form (NAAF)
	Joint Account New Account Application Form (NAAF)
	In-Trust Account New Account Application Form (NAAF)
	Investment Club Account New Account Application Form Trading Authorization for Investment Clubs Investment Club Member Information Form

To Open a Retirement Savings Plan ("RSP")

Individual RSP, Spousal RSP or LIRA/Locked-In RSP Account
New Account Application Form (NAAF)
Schedule B - RSP Application Form

To Open a Tax Free Savings Account ("TFSA")

Individual Account
New Account Application Form (NAAF) & Schedule D - Self-Directed Tax-Free Savings Account

Important Documents and Agreements

Account Agreements and Disclosures

	Client Account Agreement
	Joint Account Agreement
	Co-Operative Investing Service Account Agreement
	Informal Trust or Nominee Account Agreement
	On-Line Brokerage Services Agreement
	Consent to Electronic Delivery Agreement
	Shareholder Communication Information
	CIPF Brochure
	IIROC - An Investor's Guide to making a Complaint
	ShareOwner's Complaint Resolution Process
	Declaration of Trust for RSP and LIRA
	Declaration of Trust for TFSA
	Locking-In Addendum
	Best Execution
	Relationship Disclosure

Other Forms You Might Need

Transferring an Account to ShareOwner

	Transfer a Standard Account (Non-Registered)
	Transfer a Registered Retirement Savings Account

Other Forms

	Schedule C - Trading Authorization
	Third Party Determination Statement

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