Account opening forms for non-profit organizations
Download and mail us the forms that are required to open the account for your non-profit organization or association.
You can also contact our customer service team at openaccount@scotiaitrade.com.
Simply apply the proper postage and mail to:
Scotia iTRADE
PO Box 4002 Station A
Toronto, ON
M5W 0G4
Mandatory forms
1. Application for non-profit Organization or Association
Form | pdf : 1 MB
2. Trading authorization
CA9 | pdf : KB
3. Limitation on Benefits and Treaty Statement
SIT LOB | pdf : KB
4. Electronic Communications (e-Communications) Consent
SIT 160 | pdf : KB
5. Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
W-8BEN-E
Additional required documents to be provided by account holder
- Certificate of Registration and a copy of the minutes of appointment
- Photocopy of acceptable valid ID and Identity Verification (SiT200) Form