Canadian ShareOwner Investments Inc. ('ShareOwner') is a
member of the Canadian Investor Protection Fund (CIPF) and a
member of the Investment Industry Regulatory Organization of
ShareOwner provides self-reliant investors with a
simple, flexible and affordable way to meet long-term
investing goals. With ShareOwner, investors can choose
securities from a diverse selection of of high quality stocks,
income trusts and exchange-traded funds.
It's easy to invest at ShareOwner
because there is no inactivity fee, minimum balance
requirement or minimum purchase.
How do I open an account?
Complete an online New Account Application Form by going to 'Apply Online'.
Please sign and mail your completed and signed New Account
Application Form with the required documents and initial
You may also visit the Forms &
Documents section to access all the available forms. Please feel free
to contact a representative at 1-800-268-6881 (or 416-595-9600
in the Greater Toronto Area) or e-mail firstname.lastname@example.org
if you require any assistance.
To open any account you must have reached
the age of majority, reside in Canada and have a valid Social
Insurance Number (SIN).
What Type of Accounts does ShareOwner offer?
Non-Registered Accounts (in Canadian or U.S.
How does Dividend Reinvestment at ShareOwner work?
ShareOwner automatically reinvests all cash dividends
and buys more shares – including fractional shares to 4
decimals at no additional fee. The dividend reinvestment will
occur during the next scheduled Pooled Trade for that security.
How Pooled Investing Works?
Investors choose securities from ShareOwner's list
of Canadian and U.S. growth stocks and
Exchange-Traded Funds (ETFs) that represent stock market
indexes from around the world.
How do I order a Portfolio Plan for my ShareOwner
ShareOwner account holders may, via online instructions,
start a pre-authorized purchase plan.
To set up your ShareOwner plan:
Go to www.shareowner.com and log in.
Select the Accounts tab and the account you wish to
use for your Plan.
Select the Trading tab.
From the Co-Op Trade option, select the Create a New Order button.
Select the securities you wish to purchase and click
to Add them to your Securities Basket. You can search for
securities by symbol, name or sector. To view the entire list
of available securities, click the Find button for All
If you want to change your selected stocks in the
security basket, just click the Remove button adjacent to the
security you wish to remove.
Once you have finished adding securities to the
basket, click the Proceed button.
Select your payment and purchase-frequency options.
Indicate the amount you wish to purchase (including
commissions) in the Security Basket section. (To remove
securities from or add them to the current Securities Basket,
click the Edit Basket button).
Once you have entered the investment amounts click
the Proceed button.
Please confirm your instructions to setup the
Pre-Authorized Buying Service. The amount of funds required
will be highlighted as the withdrawal amount.
Once you are satisfied with the order, confirm it by
entering your trading password in the field provided and
You will receive a confirmation if it is submitted
successfully. Please print this page or note the reference
number for your records.
Setup of your ShareOwner Plan must be completed by
Saturday 11:59 p.m. Eastern Standard Time for the plan's
withdrawal date to be on the following Monday. Your Co-Op
trades will occur on the next available scheduled trade date
based on your plan's withdrawal date.
How often can I make automatic purchases using
ShareOwner's Pooled Trades?
You can make automatic purchases via Pooled Trades every
one, two, three or four months. You can conveniently schedule your
bank account withdrawals to make the automatic purchases.
What is an ETF?
ETFs are mutual funds that trade like stocks. As with
any stock that trades on an exchange, buyers can purchase
units at any time throughout the trading day via their
brokers. This is different from a traditional mutual fund, in
which units can usually only be bought or sold through the
mutual fund sponsor, and only at the end of a trading day.
How do Income Trusts Work?
Investors buy units in a trust, which are like shares of
a corporation that pays dividends. Unit-holders are entitled
to be paid amounts that are indirectly based on the pre-tax
profit of the underlying business. Unlike bonds, income trusts
offer no assured return of either your original investment or
of any monthly return on that investment.
Income trusts, like equities, tend to offer more
attractive yields than bonds but with more risk. The risks of
investing in an income trust are similar to those involved in
owning any equity investment in a business. Income trusts were
designed for businesses with a stable, mature cash flow.
Investors should read the income trust's prospectus,
understand the underlying business and focus on the potential
risks as well as the possible rewards.
Transfers and Certificates
How do I transfer to ShareOwner?
To transfer your account to ShareOwner, please complete
the Authorization to Transfer – Non-Registered Account
form (for Cash Accounts) or the Authorization to Transfer
– Registered Account form (for Registered Accounts).
These forms are available in the Forms &
Complete and sign the transfer form, indicating the
details of the relinquishing institution (the other
institution), your account-owner information and the transfer
Send the transfer form & a copy of your most recent
statement to (or fax to 437-800-1552):
How do I transfer Cash between ShareOwner Accounts?
To transfer cash from one ShareOwner account to another,
you will need to send a signed, written request, either by
surface mail or fax, indicating the amount of cash to
transfer. You can also call a representative at 1-800-268-6881
or, in the Greater Toronto Area, 416-595-9600.
How do I deposit Share Certificates into my ShareOwner
Clients may deposit certificates of securities that
appear on the ShareOwner list of available stocks. Just sign
the back of the certificate exactly as your name appears on
the front of the certificate.
Using courier services or registered mail, please send
your endorsed share certificate to our office:
Where can I find my account number?
Log into your account at
select an account to view. Your 12-digit account number can be
found at the top-left portion of your account holdings screen.
Your account number is also displayed on your monthly
statements and online trade confirmations.
Forgot your User ID, Login Password or Trading
How do I update my address or contact information?
To change your address or contact information, send us a
signed, written request either via surface mail or fax
(437-800-1552). For more information, speak with a representative at
1-800-268-6881 (or 416-595-9600 in the Greater Toronto Area).
Can I view a sample account?
Feel free to take a tour of a sample account maintained
by ShareOwner. You can see our online trading system (here) in
action and try out the various components.
How can I access my monthly statements?
You can view your account at
Log in and select the Accounts tab.
Click on the Statements link and look at its
Select the account for which you would like to view
Click on the View button to display the statement for
a particular month.
How can I access my trade confirmations?
Log into your account at
Select the Trading tab
Click on the Confirmations link
From the drop down menu, select the account for which
you would like to view trade confirmations
Next, click on the View button to display the
Which Securities can I purchase in my ShareOwner
There are more than 150 Canadian and U.S. securities
available. The full current list of available stocks,
exchange-traded funds and income trusts is available to
How does immediate trading work?
Investors can place a market order for the immediate
purchase or sale of individual securities via the telephone or
For more information about immediate trades, please
How do I request an Electronic Funds Transfer (EFT)
into my ShareOwner Account?
Request an Electronic Funds Transfer (EFT) at
Log into your account and select the Trading tab.
Click on the Pre-Authorized Contribution link.
From the drop-down menu, select a ShareOwner account
in which to deposit funds.
Click on the Start New Buying link.
Indicate how often to make the withdrawal; from
which bank account to withdraw it; and the total dollar
amount to be withdrawn and click proceed.
Confirm the details and submit the request by
entering your trading password.
Alternatively, you may copy a voided cheque and fax it
with your instructions for an electronic funds transfer to a
ShareOwner representative at 437-800-1552.
How do I make a cheque deposit into my ShareOwner
Make your cheque payable to Canadian ShareOwner
Investments Inc. and indicate your 12-digit ShareOwner
Forward your cheque to our office.
Please allow up to seven business days for Canada Post
delivery. Once ShareOwner receives your cheque, the funds will
be posted to your account within one business day.
How do I make a withdrawal?
You can withdraw the available cash from your ShareOwner
Account by providing a signed, written request either through
surface mail or fax, or by speaking with a Representative at
1-800-268-6881 or 416-595-9600 (Greater Toronto Area).
You will need to provide your ShareOwner account number
and the amount you wish to withdraw. ShareOwner will mail a
cheque to you at your address on file. Please note that there
is an account withdrawal fee. Click here for complete fee
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.