Opening an Account

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.

You wish to become a Tradex member ? A Tradex advisor will be happy to help you.