FAQ

 

Q. How can I update my address?  

A. In order for us to update your address we require a signature.  You may use Address Update Request form here.  Complete and sign where noted and either scan/email or fax it to 604.643.0212.

 

Q. How can I view my accounts online?

A. As a Canaccord client, you can access your account holdings, transaction history, statements, and trade confirmations through our online portal.

Private Client Access Please complete the following steps to sign up for Private Client Access:

Step 1: Fill out an Application Form (pdf)

Step 2: Send the completed form to your advisor

Step 3. Canaccord will email your login information to you.

eDocuments To subscribe to eDocuments you must already have signed up for a Private Client Access User ID and Password.  After loggin in, please click on the eDocuments link on the left menue to access this service.  If you have received access to your account but are having difficulty accessing the site, please call Canaccord Help Desk at 1-866.444.4495 or email support@canaccord.com.

 

Q. What types of accounts can I open at Canaccord

A. Non-Registered Investment Accounts (Cash, Margin)

    Retirement Savings Plans (RRSP, RRIF, Spousal Plans)

    Registered Education Savings Plans (RESP - Individual and Family)

    Tax Free Savings Accounts (TFSA)

 

Q. Do you do RRSP loans?

A. Absolutely!  Please contact us to see if an RRSP loan is right for you.

 

Q. What is an RRSP loan?

A. RRSP loans can help put your retirement savings back on track while boosting your long-term growth potential.  An RRSP loan can help you realize tax savings, increase the eventual size of your RRSP and help you stick to your savings plan.  

 

Q. I have a large unused RRSP contrubution limit.  How can I get caught up on missed contributions using an RRSP Loan?

A. We offer a Catch-up RRSP loan so you can maximize your RRSP contribution and get caught up on missed contributions from previous years.  

 

Q. What is a TFSA?

A. A Tax-Free Savings Account (TFSA) is an account in which contributions are made with after-tax dollars and withdrawals are tax-free.  This means that investments can grow in the account and be withdrawn at any time without being taxed.