 |
|
|
MRS Investor Services
Open an account
Account Type |
Instructions |
| Individual RSP* |
- Read
the Guide
to Opening an Individual Retirement Savings Plan (RSP)
- Complete the RSP
Account Opening Documents
|
| Individual Investment Account* |
- Read
the Guide
to Opening an Individual Investment Account
- Complete the Investment
Account Opening Documents
|
| Spousal RRSP, Locked In RRSP, LIRA, RRIF, Spousal RRIF, LRIF, PRIF LIF, Joint Investment Account, Joint (Tenants in Common) Account, Informal Trust (ITF Account), Formal Trust Account, Estate Account, Corporate Account, or an Unincorporated Organization Account |
Call MRS Investor Services at 416-413-7201 or
1-866-542-3403 for assistance. No fee applies to this service.
|
With your new account you may also want to:
Activity |
Instructions |
| Assign Trading Authorization (OPTIONAL) |
Fax, courier or mail the following:
- A Letter of Direction with the name of the person who will
have trading authorization over the account, that is signed by
the account owner and person who will receive trading authorization,
and is witnessed by two third parties.
- Identity verification for each individual with trading authorization
- Void cheque;
- Photocopy of valid photo identification;
and
- Client Banking Confirmation Form
- Third Party Determination Statement
- Authorized Person Statement
|
Assign a Power of Attorney
(OPTIONAL) |
Courier or mail the following:
- Power of Attorney (POA) document with an original notarized
stamp (not more then six months old)
- If the POA dictates, other documentation may be required
- Identify verification for each POA
- Void cheque;
- Photocopy of valid photo identification;
and
- Client Banking Confirmation Form
- Third Party Determination Statement
- Authorized Person Statement
|
| Deposit cash or transfer assets |
- Your MRSSSI account number is required for these transactions. MRSSSI will send the client a new account opening kit that includes the account number within 5 business days after a completed application is submitted.
- If you require your account number sooner, complete the account opening documents and check off "Rush" on the first page. For same day service, call MRS Investor Services at 1-866-542-3403 to set up your account.
- If you already have
your account number, click
here.
|
| Politically Exposed Foreign Person (PEFP) or Prescribed Family Member |
- If the applicant and, if any, the Co-applicant answered yes to being a Politically Exposed Foreign Person (PEFP), or a Prescribed Family Member in Section 2 of the MRSSSI Investment Account Application, then the following document is required.
a. Politically Exposed Foreign Person Statement
|
| Financial Interest |
- If the account is to be used by or on behalf of a third party(ies), which includes a person who has a financial interest, then the following form is required
a. Third Party Determination Statement
|
|
