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Can I fax my clients self-directed RRSP/RRIF or Open Account applications to B2B Trust?

April 26, 2017account applications B2B clients fax RRIF RRSP self-directed Trust

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Can I fax my clients self-directed RRSP/RRIF or Open Account applications to B2B Trust?

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10 Posted

B2B Trust requires original account applications. Please forward all documentation to: B2B Trust, Self-Directed Mutual Funds & Securities, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5. Once accounts are opened, we will fax you confirmations with your client’s account numbers.