For brokerage accounts:
- Your full name (as it appears on official identity documents)
- Your date of birth
- Your full home and mailing address
- Your job title and the full address of your employer
- Telephone numbers where we can reach you
- Your social insurance number (SIN)
- Your bank account information (provide a void cheque). You can also link a bank account held at another financial institution.
For accounts with spousal contributions (RRSP or RRIF):
- The full name of your spouse (as it appears on official identity documents)
- His or her date of birth
- His or her social insurance number (SIN)
For RESP accounts:
- The full name of the beneficiary (as it appears on official identity documents)
- The beneficiary's date of birth
- The beneficiary's home address
- The beneficiary's social insurance number, to apply for federal grants and provincial ones in certain provinces (an RESP cannot be opened without the beneficiary's SIN)
For special accounts:
Consult our forms and call us at 1-800-363-3511.