Account Opening Documents

The account opening process is simple and can be completed in just a few easy steps. Please follow the instructions below in order to print and complete the documents required to open your trading account.

The Account Application Form

The Account Opening Application form is the first step in the account opening process and must be completed for any type of account: Cash, Margin, Options and Registered.

Registered accounts require additional documents which must be submitted along with the Account Application Form.(Please see step 2 for more details on registered accounts.)

Joint Account Forms:

If you would like to open a joint account, the Account Application Forms must be accompanied by:

  1. The Additional Information for the Opening of a Joint Account form:
    • This document must be completed by the secondary account holder.
  2. The Joint Account Agreement form:
    • This document must be signed by both account holders.

Transfer in form: Cash, Margin, Options account:

This form is used to transfer your trading account from another broker.

Additional Account Application Short Form:

If you already have an existing account with Jitneytrade and would like to add another, you may fill out this shorter version of the Application Form. Also, this can be used to open secondary accounts and US dollar registered accounts.

Trading Authority & Power of Attorney:

If the account owner is authorizing someone else to trade in the account or have power of attorney, these individuals must complete the form and provide identification. See step 3 for more details.

FATCA Individual Self-Certification:

 

Jitneytrade’s Client Agreement and Disclosures

Relationship Disclosure Document

These documents are intended to be kept for your personal records.

Before signing the account opening documents please take the time to review Jitneytrade’s Client Agreement and Disclosures and the Relationship Disclosure Document. These contain information on client relationship, margin agreement, and margin agreement authorization, National Instrument 54-101, consent to electronic delivery conflict of interest, privacy policy, and disclosure of information.

If you do not wish to open a registered account please go to step 3.

CAD Registered Accounts

  • RRSP & LIRA
    • For LIRA accounts: please select the addendum that corresponds to your legislation federal or provincial:
      • Federal Addendum
      • Ontario Addendum
      • Quebec Addendum
      • New Brunswick Addendum
      • Alberta Addendum
      • Saskatchewan Addendum
      • BC Addendum
      • Manitoba Addendum
      • Nova Scotia Addendum
      • Newfoundland Addendum
  • RIF & LIF
    • For LIF accounts: please select the addendum that corresponds to your legislation federal or provincial:
      • Federal Addendum
      • Ontario Addendum
      • Quebec Addendum
      • New Brunswick Addendum
      • Alberta Addendum
      • Saskatchewan Addendum
      • BC Addendum
      • Manitoba Addendum
      • Nova Scotia Addendum
      • Newfoundland LIF Addendum
      • Newfoundland LRIF Addendum
  • RESP
    • RESP IND
    • RESP FAMILY
    • Subscriber-only application
    • RESP Grant
    • Canada Education Savings Grant
    • Educational Savings plan withdrawal
  • TFSA Account:
  • Registered Account Transfer Document:
    • You must complete a form for each account you would like to transfer in.

USD Registered Accounts

To open a USD registered account simply complete the Account Application Short Form. Please ensure that you already have the same type of registered account in Canadian funds before proceeding. USD registered Accounts are only available for TFSA, RIF, LIF and RSP accounts.

  • Account Application Short Form:
  • W8-Benefits:
  • W9:

In order to open your account we must verify your identification. When returning the documents we require a photocopy of a picture ID such as driver’s license, passport or health card, and a $5.00 encoded cheque to the order of Fidelity Clearing Canada ULC, which will be deposited into your trading account. This identification is required for all account owners and anyone with trading authority or power of attorney.

Clients with existing accounts only need to provide a photocopy of a picture ID if the one in their file is expired.

  • Jitneytrade Inc.
  • Attn: Sales & Client Services
  • 360, Saint-Jacques Street West, suite S-118
  • Montréal (Québec) H2Y 1P5