Can I convert my account to a Family Advisor or Non-Professional Advisor account?

To set up and manage a family member's account using a non-professional family account, you will need to create an Advisor master account and link the family member's account. Here is a step-by-step guide to help you through the process:

1. Create a…

Clients often request that their individual accounts be converted to advisor accounts so they can take advantage of the advisor account structure.

Unfortunately, we cannot upgrade an Individual account to an Advisor Account. You must complete a new application, which can be accessed from our home page, by selecting Open Account -> Start Application -> Input your personal information and select Financial Advisor as the account type…

It is not possible to convert an individual account into a TFSA account.

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There is no minimum monthly activity fee for a Family Advisor or Non-Professional Advisor master or client account…