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

After opening your account, you can register online to access your holdings, transaction details and statements, and other information. Please feel free to consult with your IA to check your holdings and cash balance if you do not want to set up the online access. However, your trade confirmations and portfolio statements, as well as other documents will be mailed to in addition to being available online.

We offer USD/CAD margin accounts. Please consult your investment advisor for more information.