I am a professor and would like to open a professor account. Can you email me an invitation?

Your professor (master) account does not allow trading. If you would like to trade your own account, simply create a student account for yourself.

To create your own student account:…

It is not possible to change a TFSA account to a margin account. If you want a margin account then you must initiate a new account application for a margin account.

Additional Information…

To invite students to open accounts from your professor account:

1. Log in to Client Portal.
2. Click Client Administration on the left side and select Invite Your Students to Open a Paper Account…

Each account holder in a joint account needs to complete their own documentation. This means that a separate Form 8-3-6 must be completed by each account holder and (if relevant) a separate TRC must be provided by each account holder.

Additional Information…