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Account application - Scotiabank账户应用程序u2014u2014加拿大丰业银行
Self-Managed Investing
A ount appli ation
Personal accounts
PAGE 1
CLIENT ACCOUNT NUMBER
SCOTIA iTRADE PERSONAL ACCOUNT - ORDER EXECUTION ONLY ACCOUNT
ACCOUNT APPLICATION PROCESS
1. Complete the account application on the following pages and attach the following for each Applicant
and Trading Authority:
• A legible photocopy of one piece of identification (photocopy both sides). A eptable forms of identification: Driver’s
licence, passport, provincial health insurance card (except ON, MB, NS and PEI), Canadian citizenship card, permanent
residence card, Canadian Forces identification card or age of majority card.
• If you do not have a Scotiabank a ount, please attach a personal cheque for a minimum of $1.00 payable to Scotia
iTRADE for deposit, drawn on a Canadian financial institution. Starter cheques will not be a epted for deposit. As
secondary identification verification we are required to confirm that each Applicant and Trading Authority has a Credit
Bureau history extending back more than six months. If you do not meet this requirement your photo identification must
be physically verified by Scotiabank branch personnel.
2. Attach additional documents as required
FOR A TRADING AUTHORITY FOR A SELF-DIRECTED EDUCATION SAVINGS PLAN (RESP)
Personal Trading Authorization Form #8979715 Scotia Self-Directed Family Education
(included on page 12 of this application) Savings Plan Application Form
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