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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

Canadian ShareOwner Investments Inc. is a wholly owned subsidiary of Wealthsimple Financial Corp. (Canada). ShareOwner ® is a Registered trade-mark of CSA Computing Inc. used under licence. All rights reserved.

Investing products and services are provided by Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Canadian ShareOwner Investments provides Order-Execution Only Accounts and does not provide investment advice or recommendations and investors are responsible for their own investment decisions. By accessing this web site you agree to the Terms of Use in the Legal section

Canadian ShareOwner Investments Inc. is part of Wealthsimple Group: Wealthsimple Trade - free online stock trading provided by Canadian ShareOwner Investments Inc., Wealthsimple Inc - investing on autopilot and Wealthsimple Save - high interest savings account provided by Wealthsimple Inc.