Yes, please advise your IA and provide complete the Account Transfer Authorization form with your original wet ink signature, along with your copy of the most recent account statement at the Relinquishing Institution.

Upon your account opening application is completed, you are encouraged to setup a self-serve application online to access your holdings, transaction details and Statements and other documentation. Please feel free to consult with your IA to check your holdings and cash balance if you do not want to set up online access. However, your trade confirmations and portfolio statements, as well as other documentation will mail to you.

Yes, we offer CAD/USD margin account, please consult with your IA for Margin facility, requirements and lien, interest, risks.