Get Margin And Short Margin Account Application

Completing the Margin and Short Margin Account Application online is a crucial step for individuals looking to manage their investments through margin accounts. This guide provides you with a clear, step-by-step process to ensure accurate and efficient completion of the application.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to access the application form and open it in your online environment.
2. Begin by entering your existing Scotia iTRADE Cash Account number where indicated. This is necessary to convert your account to a Margin Account.
3. Read and acknowledge receipt of the Client Account and Margin Agreement included within the form. You must agree to the terms and conditions outlined in this agreement.
4. Indicate your understanding of margin accounts by confirming awareness that they involve the borrowing of money for transactions.
5. Complete the section regarding your request for a Short Margin Account by providing your existing account number as required.
6. Acknowledge receipt of the Client Account and Margin Agreement once again, and express your agreement to the terms therein.
7. Provide information about your past investment experiences. Check boxes for various types of investments to indicate your experience level.
8. Next, answer the questions related to your margin knowledge and net worth. Fill in the respective fields with accurate financial information.
9. Complete the Employment Information sections for both the account holder and co-account holder, ensuring all details are accurate.
10. Review your application thoroughly for any errors or omissions. After ensuring all information is accurate, you can proceed to provide your signatures and dates.
11. Save the changes made to your application, then choose to download, print, or share the form as necessary.

Get started with your application online today and manage your investments effectively.