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  Account Application Forms
  To Open a Standard Trading Account

Individual Account
New Account Application Form (NAAF)

Joint Account
New Account Application Form (NAAF)

In-Trust Account
New Account Application Form (NAAF)

Investment Club Account
New Account Application Form
Trading Authorization for Investment Clubs
Investment Club Member Information Form


To Open a Retirement Savings Plan ("RSP")

Individual RSP, Spousal RSP or LIRA/Locked-In RSP Account
New Account Application Form (NAAF)
Schedule B - RSP Application Form


To Open a Tax Free Savings Account ("TFSA")

Individual Account
New Account Application Form (NAAF) & Schedule D - Self-Directed Tax-Free Savings Account


  Important Documents and Agreements
  Account Agreements and Disclosures
Client Account Agreement
Joint Account Agreement
Co-Operative Investing Service Account Agreement
Informal Trust or Nominee Account Agreement
On-Line Brokerage Services Agreement
Consent to Electronic Delivery Agreement
Shareholder Communication Information
CIPF Brochure
IIROC - An Investor's Guide to making a Complaint
ShareOwner's Complaint Resolution Process
Declaration of Trust for RSP and LIRA
Declaration of Trust for TFSA
Locking-In Addendum
Relationship Disclosure

  Other Forms You Might Need
  Transferring an Account to ShareOwner
Transfer a Standard Account (Non-Registered)
Transfer a Registered Retirement Savings Account

Other Forms
Schedule C - Trading Authorization
Third Party Determination Statement



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© 2017 ShareOwner ® is a registered trademark of CSA Computing Inc. Used under license. All rights reserved. Investing products and services are provided by Canadian ShareOwner Investments Inc. a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Canadian ShareOwner Investments provides Order-Execution Only Accounts and does not provide investment advice or recommendations and investors are responsible for their own investment decisions. By accessing this web site you agree to the Terms of Use in the Legal section CIPF & IIROC Member