Please select and print the application form(s) for the type of account that you would like to apply for. Other forms that you may require can be found in the 'Additional Forms' section below.

Please mail completed forms to:

Qtrade Investor
Suite 1920, One Bentall Centre
505 Burrard Street, Box 85
Vancouver, BC   V7X 1M6

• New Account Application Form
• Customer Agreements and Disclosure Documents
• Self-Directed RSP Declaration of Trust (RSP Account only)
• Addenda (required for Locked-In accounts)

• Tax Free Savings Account (TFSA) Application Form
• Customer Agreements and Disclosure Documents
• Tax Free Savings Account (TFSA) Declaration of Trust

• Self-Directed RIF Supplementary Form
• Self-Directed RIF Declaration of Trust
• Addenda (required for Locked-In and Life Income Fund accounts)

• Registered Education Savings Plan (RESP) Application Form
• Customer Agreements and Disclosure Documents
• Basic CESG Application Form - Subscriber & Custodial Parent (are different)
• Basic CESG Application Form - Subscriber & Custodial Parent (are the same)
• Application for Alberta Centennial Education Savings Plan Grant
• Capital Withdrawal RESP Form
• Designation of Additional Beneficiaries (Application) Family Plan
• Educational Assistance Payment (EAP) And Post Secondary Education (PSE) Request Form
• Proof of Enrolment
• RESP Transfer Form
• Social Insurance Number Application Form

• Corporate/Non-Personal Account Application Form
• Customer Agreements and Disclosure Documents
• Certified Resolution for Corporate Accounts

• Corporate/Non-Personal Account Application Form
• Customer Agreements and Disclosure Documents
• Trading Authorization for Unincorporated Groups

• Corporate/Non-Personal Account Application Form
• Customer Agreements and Disclosure Documents
• Investment Club Agreement

• Corporate/Non-Personal Account Application Form
• Customer Agreements and Disclosure Documents
• Estate Supplementary Form

• Corporate/Non-Personal Account Application Form
• Customer Agreements and Disclosure Documents
• Resolution (Formal Trusts)

• Authorization to Distribute Duplicate Statements and/or Confirmations
• Authorization to Transfer Investments Form
• Certificate Withdrawal Form
• Change of Address
• Change of Beneficiary
• Confirmation of Account Information
• Deed of Gift
• Dividend Re-Investment Plan Authorization Form
• Guarantee of Account(All Provinces except Alberta)
• Guarantee of Account (Alberta Residents Only)
• Informal Trust Account Agreement
• Letter of Direction & Indemnity for ITF Accounts
• Leverage Disclosure Statement
• Power of Attorney to Transfer Stocks or Bonds
• Pre-Authorized Contributions, Deposits and EFT Set-up
• Property Transfer Form
• RSP / RIF / TFSA Deregistration
• Swap Form
• Systematic Plan Agreement
• T2151 Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 (DPSP or RPP)
• Trading Authorization
• W-9 Form - Request for Taxpayer Identification Number and Certification (required for US citizens)
• Waiver of Client Confidentiality (required for US citizens)

• Life Income Fund (LIF) Alberta and Form 6
• Life Income Fund (LIF) British Columbia and Form 3
• Life Income Fund (LIF) Federal
• Life Income Fund (LIF) Manitoba and Form 5
• Life Income Fund (LIF) New Brunswick
• Life Income Fund (LIF) Newfoundland & Labrador and Form 3
• Life Income Fund (LIF) Nova Scotia
• Life Income Fund (Schedule 1.1) Ontario, Spousal Consent, Form 5.2 and Form 5.3
• Life Income Fund (LIF) Quebec
• Locked-In Retirement Account (LIRA) Alberta
• Locked-In Retirement Account (LRSP) British Columbia
• Locked-In Retirement Account (LRSP) Federal
• Locked-In Retirement Account (LIRA) Manitoba
• Locked-In Retirement Account (LIRA) New Brunswick
• Locked-In Retirement Account (LIRA) Newfoundland & Labrador
• Locked-In Retirement Account (LIRA) Nova Scotia
• Locked-In Retirement Account (LIRA) Ontario
• Locked-In Retirement Account (LIRA) Quebec
• Locked-In Retirement Account (LIRA) Saskatchewan
• Locked-In Retirement Income Fund (PRIF) Manitoba and Form 4
• Locked-In Retirement Income Fund (LRIF) Newfoundland & Labrador and Form 3
• Locked-In Retirement Income Fund (PRIF) Saskatchewan and Form 1 (Spouse's Consent to Transfer to a Registered Retirement Income Fund Contract)
• Restricted Life Income Fund (RLIF) Federal and Form 2
• Restricted Locked-In Savings Plan (RLSP) Federal