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How do I open an account?

You can apply online here to sign up and configure your accounts. You can also call us at (514) 985-8080, ext #3 or at our toll-free number 1-866-608-0099 between 8:00 am and 4:30 pm ET, Monday to Friday and speak to one of our customer service associates who will be happy to assist you with opening your accounts.

In order to open an account, make sure you have a clear image of a valid piece of identification with your picture (driver’s licence, health card, passport, etc) and your social security number. You will also need to provide your employer’s information (if any), your financial information (assets, liabilities, etc) and an image of a cheque from the bank account you wish to link to your investment account (most Canadian financial institutions provide images to set up direct deposits and payments on their websites).

Opening an account is free. Other fees may apply for account administration, inactivity or day-to-day trading. Please
refer to the pricing list to view all fees.

The minimum deposit required for a cash or registered account is $5,000 and the amount for a margin account is $15,000.

Start trading in your account as little as 2 days after your account is approved. Of course, it may take more time for us to verify and approve your accounts, but you will be notified as soon as everything is in order!

With a margin account, you can borrow money against investments in your account. If the security qualifies for margin, for example, you could borrow a percentage of the value to purchase the security at a competitive interest rate.

Trading fees are tax-deductible. Management fees charged may be tax-deductible for non-registered accounts. Please consult your tax professional for advice specific to your situation.

Canaccord Genuity Direct is a division of Canaccord Genuity Corp., a leading independent, full-service financial services firm. Canaccord Genuity Corp. is a Member of the Canadian Investor Protection Fund (CIPF), which protects investors from losses should their brokerage become insolvent. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.

Canaccord Genuity Direct is a division of Canaccord Genuity Corp, a leading independent, full-service financial services firm which is a Member of the Investment Industry Regulatory Organization of Canada (IIROC). In Canada, regulation of the securities industry is carried out by provincial securities commissions and self-regulatory organizations (SROs), which includes IIROC. IIROC monitors client complaints and disciplinary matters to proactively identify emerging regulatory issues at Member firms. When you open an account, CG Direct will provide you with a copy of the IIROC brochures “How IIROC Protects Investors” and “An Investor’s Guide to Making a Complaint.”

Our customer service is open five days a week. To reach us by phone, call (514) 985-8080, ext #3 or call our toll-free number 1-866-608-0099 between 8:00 a.m. and 4:30 p.m. ET Monday to Friday. You can also submit a request here.

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