Yes, please contact your investment advisor to complete an account transfer for you.

After your account opening application is completed, you can 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 be mailed to you as well as being available online.

Yes, we offer CAD/USD margin accounts, please consult with your IA for margin rates.