Onboarding & Account Set Up
Access new account applications, KYC reviews, and updates.
Pipeline & Tracking Tickets
- New Accounts Pipeline Overview
- How To Track New Joint Account Applications Requests
- How To Track New Individual Account Application Requests
- How To Track New Entity Account Applications Requests
New Accounts
- How to Open an Individually Held Personal Account
- Understanding Account Types
- Understanding Different Account Types
- How to Complete the Beneficiaries Panel
- How to Complete the Spousal RSP/RIF Panel
- What Happens After An Account Is Opened
- How to add/remove accounts from applications
- How to Cancel a New Account Application
- How to Open an Joint Held Personal Account
- How to Open an Entity held Account
- Account Type Legend
- Opening New Accounts
- How to Complete the Client Panel
- How to Complete the Address Panel
- How to Complete the Spouse Panel
- How to Complete the Employment Panel
- How to Complete the Financial Details Panel
- How to Complete the Tax Panel
- How to Complete the Banking Panel
- How to Complete the Power of Attorney (POA) Panel
- How to Complete the ID Verification Details Panel
- How to Complete the Entity Panel
- How to Complete the Retirement Income Fund Application Panel
- How to Complete the RESP Panel
- How to Complete the Trusted Contact Person (TCP) Panel
- How to Complete the Investor Panel
- How to Complete the Transfers Panel
- How to Complete the LIRA/LRSP Application Panel
- How to Complete the Joint Panel
Account Documentation
- Conflict of Interest Brochure
- What Additional Documents Are Required When Opening Entity Accounts
- Learn about RDSP Transfer Form
- Portfolio Management Agreement
- What Documents Are Required When Opening a New Account
- Fund Disclosure Document
- New Account Application Documents Required For Each Account Type