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Some of these documents are in Adobe PDF format. Download a free copy of Adobe Acrobat Reader. Most of our account documents are accepted via fax. Certain forms may require originals.

New Accounts

RRSP/TFSA Transfer Authorization Form

Deposit/Withdrawal

Electronic Funds Transfer

Corporate Accounts

Please include a copy of the Articles of Incorporation with the appropriate Corporate Resolution form for each new corporate account.

Certificate of Resolution (PDF)

Sole Proprietorship

Sole Proprietorship Certification (PDF)

Sole Proprietor Non-Corporate Resolution (PDF)

Partnerships

Certification of Partnership Agreement (PDF)

Trusts

Trust Certification

Xecute^SM Auto-Trade (Login Required)

Xecute Service Authorization

Other Documents

Portfolio Margin Disclosure and Acknowledgement (PDF)

Futures Systems Trading

Letter of Direction (PDF)

System Monitoring Service Agreement (PDF)

Tax & Legal Forms

Foreign Tax Form (W-8IMY) (PDF)

CPO Attestation (PDF)

Affidavit of Domicile (PDF)

Foreign Individual Tax Form (W8-BEN) (PDF)
Foreign Individual Tax Form Instructions (PDF)
Third Party Authorization and Certification

Full Third Party Authorization and Certification

Stock Power of Attorney

India Form A2 (PDF)

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