Open an Account Offline

Opening an Account is as Easy as 1-2-3

  1. Select the type of account you’d like to open from the list below. Not sure which account is right for you? Visit Types of Accounts.

  2. Download and complete the required forms. Consult the New Accounts Checklist before you begin to ensure you have everything you need. 

  3. Mail the originals and supporting documents to:

    Credential Direct
    700 - 1111 West Georgia St.
    Vancouver, BC  V6E 4T6
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Forms

Or    Apply Online

 

Or   Apply Online

  • Account Application
  • Account Agreements (read only)
  • Corporate Resolution
  • Non-Individual Accounts form
  • Withholding Tax Treaty statement
  • Account Guarantee (margin account only)
  • Copy of W-8BEN-E (W-8BEN-E Instructions)
  • Copy of articles of incorporation
  • Certificate of Incorporation issued within the last 12 months; or when certificate is older than 12 months, include one of these additional items:
    • Certificate of Corporate Status dated within the last 12 months
    • A record that has to be filed annually under provincial securities legislation
    • The corporation's published annual report signed by an independent audit firm
    • A letter or a notice of assessment for the corporation from a municipal, provincial, territorial or federal government
    • Any other 'current' public record that confirms the corporation's existence
  • $10 corporate cheque
  • $10 personal cheque and photocopy of valid picture ID from each person with trading authority signing the Corporate Resolution or Account Confirmation
  • Photocopy of valid picture ID from each Beneficial Owner indicated on the Officers, Directors, and Beneficial Owners form
  • W-9 - Request for Taxpayer Identification Number and Certification (This form is mandatory for each applicant that is a US Citizen or a US Resident)

  • Account Application
  • Account agreements (read only)
  • Joint Account Election Form
  • List of Members (unincorporated associations)
  • Non-Individual Accounts form
  • Trading Authorization (for unincorporated groups with privilege to withdraw money and/or securities)
  • W-8IMY (W-8IMY Instructions - applies to investment club if it is a legal partnership)
  • Copy of W-8BEN-E (W-8BEN-E Instructions)
  • Copy of the club's rules, bylaws and meeting minutes to confirm its existence and its consent for use of funds and trading authorities
  • $10 investment club cheque
  • $10 personal cheque and photocopy of valid picture ID from each person with trading authority or Account Confirmation
  • Photocopy of valid picture ID from each beneficial owner indicated on the officers, directors, and beneficial owners form
  • Photocopy of valid picture ID from each member indicated on the Addendum to Trading Authorization for Unincorporated Groups form
  • W-9 - Request for Taxpayer Identification Number and Certification (This form is mandatory for each applicant that is a US Citizen or a US Resident)

Addendums for locked-in accounts

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Alberta

British Columbia

Manitoba

New Brunswick

Newfoundland

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6:00 a.m. to 5:00 p.m. Pacific Time 9:00 a.m. to 8:00 p.m. Eastern Time