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 here.

It is important to review the Fund Facts before investing in mutual funds.

New Member Kit

(TFSA)

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)
WebConnect Online Access
Other PDF Forms

(RRIF)

(KYC)

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