Open an Account

If you want to open an account with Scotia iTRADE, simply use this form to apply for all individual and group accounts with us. Additional forms may be required depending on type of account.

If you want to upgrade your current registered account to include options trading, please complete this form. You must also include the Option Account Upgrade Application Form.

If you want to grant power of attorney to another individual, allowing that person to act on your behalf in legal or financial matters, please use this form.

If you want to grant trading authority on your account to another person (agent), please complete this form.

If you want add a joint owner to new account application, please complete this form for each additional owner

If you want to apply for Non-Personal Accounts such as Corporations, Partnerships, Associations, Sole Proprietorships and Investment Clubs, please complete this form. Additional forms may be required depending on type of account.

Complete this form when you apply for a corporate account for all shareholders and directors. You may also complete this form with the personal information for persons applying for trading authorization on an account that is not their own.

If you want to authorize an individual to trade on your Non-Personal account, please complete this form.

If you want to upgrade your current non-personal account to a margin account, option account, or both, please complete this form.

If you want to apply for a Formal (Written) Trust/Estate Account, please complete this form. You must also complete an Application for Non-Personal Accounts

If you want to open a formal trust, please complete this form. Please note that IIROC Rule 1300 requires all member firms to list and identify the settler and any beneficiaries that have greater than 10% interest in the trust.

Use this form if you are opening a corporate account. IIROC Rule 1300 requires all member firms to obtain a list and identification of all individuals that have greater than 10% interest in the corporation.

If you want to apply for a Formal (Written) Trust/Estate Account, please complete this form. You must also complete an Application for Non-Personal Accounts.

If you want to open an account in trust for a minor, for example your child, fill out this form first. Next, fill out an Application for Personal Accounts as the account holder.

If you want to apply for Sole Proprietorship Accounts , please complete this form. Additional forms may be required.

If you are applying for an Investment Club account please complete this agreement and have it signed by all members.

If you are a new or existing client and want to open a registered account, please complete this form.

If you need to add or change the beneficiary of your RSP accounts, please use this form.

Before opening a RSP, LIRA, or LRSP, please read this Declaration of Trust first.

Before opening a RIF, LIF, LRIF, or PRRIF, please read this Declaration of Trust first.

If you want to make monthly contributions to your retirement savings account, please complete this form.

If you want to apply for a Group Registered Plan , please complete this form. You must also complete an Application for Personal Accounts.

If you want to contribute securities from your regular trading account to a Registered Retirement Savings Plan, you will need to complete this form or you could use the online feature under Manage My accounts/Additional services/Transfer Securities and Funds between accounts.

If you need to enroll or cancel the enrollment of your registered account(s) in a U.S.-Friendly RRSP , please use this form.

If you want to request a Group Savings Plan Application, simply use this form. You will also need to complete an Application for Personal Accounts.

If you want to register shares to family members, please use this form.

If you want to “unlock” up to 50% of your federally governed Restricted Life Income Account , please use this form. You must be at least 55 years old, and the unlocking must occur within 60 days of the RRIF account open date.

This form is used when the proceeds of a RSP Account are to be paid to the designated Beneficiary

If you want to deposit Special Holdings Securities (ie CCPC’s, MIC’s), please complete this form.

If you are the owner of a LIF or LIRA/LRSP under the Manitoba Pension Benefits Act, and if you have a spouse or common-law partner, Scotia iTRADE is required to obtain information from you about yours spouse or common-law partner where applicable.

If you want to withdraw funds from your RRSP, you will need to complete this form. Applicable withholding taxes and fees apply. Please see the form for details.

To be completed by someone who is familiar the relevant sections of the Income Tax Act(Canada) and Income Tax Regulations such as an accountant and/or tax lawyer. This does not include someone who has a direct interest in the acquisition of these shares.

To be completed by someone who is familiar the relevant sections of the Income Tax Act(Canada) and Income Tax Regulations such as an accountant and/or tax lawyer. This does not include someone who has a direct interest in the acquisition of these shares.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

Please carefully read this form when you want to open Locked-in Plans such as Locked-in Retirement Accounts, Locked-in Retirement Income Funds, Prescribed Retirement Income Funds, or Life Income Funds.

When applying for the Canada Education Savings Grant, you are required to sign and complete this form if you are both the Subscriber and Custodial Parent or Legal Guardian of the beneficiary.

If you want to open a family RESP, please complete this form as well as the Application for Personal Accounts in the name of the parent(s) or guardian(s). All beneficiaries named must be connected by blood or adoption to each subscriber under the plan. You also need to fill out a Canada Education Savings Grant Application.

If you need to add more beneficiaries, but there is not enough space on the actual RESP application, simply use this form.

If you want to withdraw funds from the plan on behalf of the beneficiary(ies), please complete this form.

If you want to authorize debit from your bank account for credit to a Scotia Self-Directed Education Savings Plan, please complete this form.

If you want to open a Tax-Free Savings Account, please complete this form. You must also complete the Application for Personal Accounts, which can be found in the Individual or Joint Accounts section.

Before opening a Tax-Free Savings Account, please read this Declaration of Trust first.

If you need to add, change, or revoke a beneficiary on your Tax-Free Savings Account, you are required to complete this form.

If you want to apply for a Group Tax-Free Savings Account , please complete this form. You must also complete an Application for Personal Accounts.

If you want to link your bank account with your Scotia iTRADE account so that you can transfer funds to and from your bank account, simply use this form.

If you want to transfer your registered account from another broker, please complete this form.

If you want to transfer in an individual, joint or corporate account to Scotia iTRADE, this is the form to use. Please note, this form cannot be used to transfer between Scotia iTRADE accounts or for registered (RRSP) transfers.

If you want to set up a regular purchase plan for a mutual fund offered on our site, simply complete this form. Please note this does not apply to every mutual fund company as certain mutual fund companies do not allow you to set up a regular purchase plan.

If you want to make pre-authorized contributions to your Group Retirement Savings Plan or Deferred Profit Sharing Plan, please complete this form.

If you want to transfer an existing RESP from another broker, please complete this form

If you need to request a transfer of securities between Scotia iTRADE accounts, this is the form to use. Please note that we only transfer shares between family members or 100% owned corporations and the individual client.

If it’s your first time making a transfer from your previous employer to your Scotia iTRADE locked-in registered account, please complete this form.

If you want to withdraw or transfer up to 50% of the Money Transferred into a Schedule 1.1 LIF after December 31, 2010, please complete this form.

If you need to deposit a physical certificate to a personal or joint account, please complete this form.

If you need to withdraw or transfer from an Alberta LIRA, please complete this form.

If you want to transfer a pension plan to a LIRA, LIF, or annuity, please complete this form.

If you want to contribute securities from your regular trading account to a Registered Retirement Savings Plan, you will need to complete this form or you could use the online feature under Manage My accounts/Additional services/Transfer Securities and Funds between accounts.

If you are depositing a physical certificate to a non-personal account and there is a sole owner, please complete this form. You must also complete the Power of Attorney to Transfer Securities form.

If you are depositing a physical certificate to a non-personal account, please complete this form. You must also complete the Power of Attorney to Transfer Securities form

If you are experiencing financial hardship and need funds from a locked-in plan, please complete this form. This form is required by the provincial government and gives Scotia iTRADE permission to release the funds.

If you want to withdraw or transfer funds from a registered locked-in plan, please use this form. Please note that the government requires the consent of the spouse or common law partner

If you want to unlock up to 50% of your Federal locked-in LRIF, please use this form. Please note that you must be at least 50 years old.

If you need to transfer an RSP or RIF account due to Matrimonial Separation, please complete this form.

If you need to transfer a TFSA account to another individual's TFSA account due to Breakdown of Marriage or Common-Law Partnership, please complete this form.

If you are an existing account holder and want to upgrade your cash account or add short margin to your current long margin account, this is the form to use.

If you want to add options trading to your existing Cash account Margin account or RRSP account, please complete this form. Please note that you must be approved for or already have a Margin account in order to be approved for any level of Options trading in a non-registered account. For an RRSP account or other registered account, you must obtain approval for options trading only, as margin is not allowed for registered accounts.

This document outlines in detail our relationship with you, our client.

If you need to update your original Application for Personal Accounts(i.e. change of address, insider information, financial, etc.) please use this form.

If you would like Scotia iTRADE to share your information with the Scotiabank group, please complete this form. Please note that this is for marketing purposes only .

If you need to add or change the beneficiary of your RSP accounts, please use this form.

If you want to learn more about Scotia iTRADE's Statement of Policies, please review this document.

If you are unable to provide valid Canadian evidence of identity, you may use the W8-BEN. This form must be renewed every 3 years

If you are a Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding this form will be required.

Not sure if you need to fill out W-8BEN, W-8IMY, or W-9 for US tax requirements? Find the answers here.

Required for corporate or non personal accounts if they meet all provisions of the Treaty that are necessary to claim a reduced rate of withholding, including any limitation on benefits provisions, and derives the U.S. source income within the meaning of section 894 of the Code, and the Rules thereunder, as the beneficial owner

If you are a US person as defined by the USA Internal Revenue Service (IRS) who has personal accounts, this form applies to you.

If you are requesting removal of valueless and non-tradable securities, please complete this form

If you purchase a Private Placement, please use this form. Please note that provincial governments have set out terms on who can purchase Private Placement. You must meet one of the requirements

Affidavit with respect to estate of a decendent nonresident not a citizen of the United States who died on or after November 14, 1966

If you are the executor(s) and you want to deposit share certificates in the name of deceased to an estate account you will be required to complete this form 

If you want to transfer securities for cash between account types, please complete this form.

If you are not applying for Letters Probate, please use this form.

If you live in Alberta and are applying for a Non-Personal account, you are required to include this form with any application.

If you are applying for a Non-Personal account, you are required to include this form. For Alberta Residents, please complete the Guarantee for the Province of Alberta instead.

Scotiabank branch representatives may use this form to verify client identity in the event that photo ID is not available.

If you want to exercise stock options, please complete this form.

If you want to learn more about Shareholder Communication Codes, please review this document.

If you are depositing bank draft into your Scotia iTRADE account you will be required to complete this form.

If you want consent to waiving your suitability, please complete this form.