Opening an Account at Tradex is Easy

To become a Tradex investor simply complete the appropriate downloadable application forms and mail, fax or email them to us at one of the addresses shown below. If you have any questions about the forms, please call us at 1-800-567-3863 and we’ll be happy to assist you.

Tradex New Account Application (for RRSP and non-registered accounts)

Tradex Tax Free Savings Account Application

Tradex Pre-Authorized Cheque (PAC)

Tradex RRIF Application

Transfer Authorization for Registered Investments

Limited Authorization Form (For Email/Telephone instructions)

Know your client information (Please complete and return with New Account  Application form)

Residents of Ontario, Quebec and B.C. (including public sector employees from these provinces posted abroad) can deal directly with Tradex for all of their mutual needs, including the purchase of Tradex Mutual Funds and the mutual funds offered by virtually every mutual fund company in Canada. Residents of other provinces may purchase Tradex Funds through a dealer licensed in the province in which they reside. Tradex Funds are available to all current and former Canadian public sector employees and their family members. This includes individuals (and their family members) employed or formerly employed at the federal, provincial and municipal levels of government, including hospitals, schools, the Canadian Forces and Crown Corporations.