Tradex offers an extensive range of account options to help you maximize your savings and reach your long-term investment goals.
By working with a Tradex advisor you can
- Accumulate greater wealth through better savings behaviour
- Select tax-efficient investments
- Maintain a long-term investment strategy
- Protect against poor financial decisions
- Avoid emotional investing habits
Speak to one of our financial advisors to open an account that best suits your needs.
We will 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
| 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 |
