Opening an Account

Interested in becoming a Tradex member? A Tradex advisor will be happy to help you.

We will gladly send you a New Member Kit in the mail with the appropriate forms to fill out, or you can download the forms from our website.
It is important to review the Fund Facts before investing in mutual funds.

New Member Kit
Fund Facts – Tradex Equity Fund
Fund Facts – Tradex Bond Fund
Fund Facts – Tradex Global Equity Fund
New Account Application (for RRSP and non-registered accounts)
Tax-Free Savings Account Application
Limited Authorization Form (for Email/Telephone instructions)
Online Statement Access

Other PDF Forms
Tradex Referral Form
Pre-Authorized Chequing Agreement (PAC)
Registered Retirement Income Fund Application
Transfer Authorization for Registered Investments
Know Your Client Form
Client Relationship Document