Please visit our Products page for more information.
You will be entitled to the preferential rates for one calendar month. Eligible accounts will receive the Active Trader pricing on the first business day of the month and will be reassessed every month using trading activity from the three previous calendar months.
A note that reads “Active Trader Status (AT)” will be added to your Account Summary page next to each account group that qualifies for Active Trader pricing.
NOTE: Please visit our Products page for more information on fees relating to requesting stock certificates, options trading and other account services.
Yes. Simply complete and mail our Account Transfer form (CA-101) if it is a non-registered account. If you are transferring a registered or TFSA account, complete and mail our Transfer Authorization form (RP-113). You must include a photocopy of your most recent account statement from the relinquishing institution.
Please allow at least 10 to 15 business days. If your transfer involves mutual funds or a locked-in account, it may take closer to 15 business days.
If the stock certificate is in your name and there are no restrictions noted on it, you can send the certificate to us along with our Power of Attorney to Transfer Bonds or Shares form. We recommend that you use a courier service so that delivery status may be tracked.
By logging into your Solium Financial account, click the “My Profile” tab on the top-right corner of the main page, then scroll down the page to the section applicable to address changes and submit your request from there.
Complete and mail in our Trading Authorization form (CA-100) and Supplemental Account Authorization Form (MS-106), along with completion of ID verification (see documentation checklist so that we may verify their identity.
Any Canadian resident who has reached the age of majority (18 or 19 depending on their province of residence) and has a Social Insurance Number.
Generally speaking, the types of investments permitted in a TFSA are the same as those permitted in a registered retirement savings plan (RRSP). This includes mutual funds, securities listed on a designated stock exchange, GICs and bonds.
To make a withdrawal from your TFSA, please fill out our TFSA Withdrawal of Assets form (TF-103). Funds transferred out can go directly into your bank account.
As of 2016, Canadians have been able to contribute up to $5,500 annually (indexed), with unused contribution room carried forward to each subsequent year. NOTE: Visit Canada Revenue Agency for current limits.
Yes, $25 will be debited from your account annually.
NOTE: Any forms related to registered accounts can be found in the “Registered” section of the Service forms page.
All costs associated with registered accounts can be found on our Products page.
Complete and mail in our Additional Lump Sum Payment from RRIF form (RP-108) to:
NOTE: Deregistration fees and withholding taxes will apply, as outlined in the form.