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
  • Copy of a valid Canadian identification document for each named trading authority
  • Personalized cheque drawn from a Canadian bank payable to Scotia iTRADE for a minimum of $1