How do I pay for quarterly fees that are applicable to me?

For any quarterly fees, you may elect to take the fee from your bank account on record via electronic funds transfer (EFT) or from your non-registered brokerage account (Cash or Margin).

If you have not made an election (clients holding accounts prior to June 2014), fees are charged to the account with the largest cash balance at the time the fee is assessed. If there is no account with sufficient funds, the fee will be charged to the first available account in the following order: non-registered; TFSA; other registered account.

Please call 1.877.742.2900 to update your election.

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