So glad you asked! Opening an account is really easy and can be done in a few short steps:
- First, complete the online application. From our homepage, click “Get Started” and follow the prompts. You'll give us some basic information, answer a few questions about your previous investment experience and e-sign one or more Investment Management Agreements.
- Bank verification: Verify and connect a bank account by securely authenticating your online banking. If you prefer, banking can always be verified manually by uploading a bank statement, screenshot of your bank account or void cheque.
- Suitability call: Depending on your risk requirements, regulations require that you have what's called a “suitability call” with one of our Portfolio Managers. It's a short conversation about you, your investment goals and your previous investing experience to make sure we're doing what's best for you.
- That's it! Your account should be up and running in less than 5 business days.
If you get stuck and need a little help, please give our Relationship Management team a call at 855-255-9038 or email firstname.lastname@example.org.