Get Investing Apps

Filling out the Investing Apps online can seem daunting, but with clear guidance, you can navigate the process confidently. This guide provides step-by-step instructions to ensure you complete the form accurately.

Follow the steps to complete your Investor Application and Agreement Form.

1. Click the ‘Get Form’ button to access the Investor Application and Agreement Form. Ensure you are on a secure internet connection to protect your information.
2. Begin by providing your SEI Existing Account number, if applicable, followed by selecting your desired Account type from the options available.
3. In Section 1, fill out your Account Information. This includes selecting your account type (e.g., Non-Registered, Retirement Savings Plan). Ensure you provide all requested personal details such as your name, date of birth, and Social Insurance Number.
4. Proceed to Section 2 to enter the Dealer Information. Fill in your Investor's Account Number at the Dealer, the name of your Investment Advisor, Dealer Firm Name, and any relevant codes.
5. Section 3 requires detailed Investor Information. Complete all mandatory fields, ensuring accuracy. This includes your address, contact numbers, and occupation.
6. If applicable, complete Section 3(B) for Joint Applicant or In Trust Information, ensuring all joint applicants sign where indicated.
7. Fill out Section 4 regarding your investment preferences. Indicate how much you wish to invest and select any relevant portfolios or funds.
8. In Section 8, provide your Pre-Authorized Chequing details if you opt for automatic contributions. This includes the amounts and frequency of payment.
9. Complete any additional sections relevant to your investment, such as Cash Distributions or Systematic Withdrawal Plans based on your circumstances.
10. Review all entered information for accuracy. Once confirmed, save your changes. You may choose to download, print, or share the completed form as required.

Get started by filling out your Investing Apps online today!