Applications & forms

For advisors and investors

Open a tax free savings account, set up a systematic plan, withdraw funds from a registered education savings plan, and more.

 

Can’t find what you’re looking for?

Find your forms

Forms differ by back office. To find the right ones, check the prefix of the fund code.

Fund codes starting with NWT

Desjardins back office
 
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Fund codes starting with NEI

RBC back office
 
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.