Maintain your Open Access account as a member of the Preferred Client Group
Continue to benefit from all the features you have come to expect as an Open Access plan member. By joining the Preferred Client Group, you will continue to receive professional investment management on a fiduciary basis, competitive fees and retirement planning support.
Note that your account will be automatically transferred to the Preferred Client Group if we don't hear from you win 90 days from the date of the email we sent. However if you wish to expedite the process, please submit the application forms listed here.
Becoming a Preferred Client
Step 1: Review the Preferred Client Group Member Booklet (PDF)
The booklet will provide you with information on all relevant plan details and features.
Step 2 (strongly recommended): Complete the Pre-Authorized Debit Agreement form (Fillable PDF)
This allows you to make regular automatic contributions from your bank account.
Step 3: Complete the Individual Retirement Savings Plan Application form (Fillable PDF)
This sets up your Preferred Client plan as an individual RRSP account.
Step 4: Complete the Investor Profile Update form (Fillable PDF)
This allows our Investment team to capture any changes that may have happened to your risk tolerance and/or personal circumstance. We recommend you retake this questionnaire annually.
Step 5: Return all completed forms to Open Access
Note that you can also consolidate your assets with Open Access by filling the Transfer Authorization for Registered Investments (Fillable PDF)