How do I restart a canceled application?

If your account has been opened or if you started an application under the wrong account type, then you will need to start a new application. An account type cannot be converted to another account type. 

Follow the procedure below to keep your username when opening an additional account:…

It is not possible to convert an individual account into a Family Advisor or Non-Professional Advisor account. If you wish to open a Family Advisor or Non-Professional Advisor account, you will want to start an application…

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…

While you cannot generate the application completed by the client, you can download a PDF with the current information on an account.

To generate a client information PDF:…