Please read the following notes before opening a new account:
● If you want to open a Tax-Free Savings Account (TFSA), it must be your first account before opening any other accounts. Otherwise, you won't be able to open a TFSA account later on.
● If you have already opened an Individual Margin Account, you will not be able to open a Registered Retirement Savings Plan (RRSP) account.
● Tax-Free Savings Account (TFSA )
● Registered Retirement Savings Plan (RRSP)
1. Submit an application in the app, or on the website.
2. If all the provided information is verified, your account will be approved within 2 business days.
3. If additional documents are requested, instructions will be sent via email.
4. Once approved, an email will be sent containing your account details.
5. Access the Client Portal and update your temporary password.