New Account Checklist

Before you begin a new account application, make sure you have the following information

  • Credit union or bank transit#, institution#, and your account#
  • An email address
  • Account confirmation letter (optional), visit our FAQs for more on confirmation letters, see sample letter here

For each person applying, you’ll also need

  • Government issued ID (driver's license, passport or permanent residence card)
  • Social Insurance Number (S.I.N.)
  • Employer's name and address
  • Spouse's or common-law partner's S.I.N. and employer's name 
  • For registered accounts, your beneficiary's S.I.N.

What happens when I finish my application?
Once your application is complete, you'll be asked to print, sign and mail in some documents and a personal cheque for $10 ($2,000 for margin and options accounts). 

Next, we’ll give you early access to explore our research, tools, and site. You'll receive your User ID and passwords within 1-2 business days.

When can I start trading?
Once we receive all your signed account application and supporting documentation, we will turn on the switch and you can start investing.

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