CEBL - Promotion
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OPEN AN ACCOUNT

Application Forms

LBDB offers its services to residents of Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec et Saskatchewan.

The procedure to apply is quick and easy - just follow these steps:


  • 1. From the list below, click on the type of account you would like to open.
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  • 2. Select the "Print" command (PDF format). All necessary forms will be printed with a first-page Checklist describing:
       a) the Required Items you need to provide
       b) the Required Forms to be filled out
       c) any Optional Forms (you may click those to obtain them).
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  • 3. If you already hold an account with us and want to update any information, or wish to obtain an individual form, click on Application Forms in Alphabetical Order.
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If necessary, click here to download and install Adobe Acrobat Reader software (free).

It is also possible to obtain an "Application Kit" through the mail by contacting a Customer Service Representative at (514) 908-2528 or 1 877 908-2528, or in person by visiting one of the Laurentian Bank branches. For more information, please contact us or consult the FAQ "General Questions".


Important: In order to expedite your request, ensure that all forms are completely filled out, signed, and accompanied by all required items mailed to:

Laurentian Bank Discount Brokerage
1360 René-Lévesque Boulevard West, Suite 620
Montréal, Québec
H3G 0E8

or they may be brought in person to any Laurentian Bank branch.

 

If you request having access to your account and trade through the Internet, a Representative will contact you to provide you with a user ID and password. Soon afterwards, you will receive a "Welcome Kit".

Click on the type of account that meets your needs.


INDIVIDUAL
Non-Registered Accounts Self-Directed Registered Accounts
Cash Account Registered Retirement Savings Plan (RRSP)
Margin Account* Registered Retirement Savings Plan (RRSP) Subscriber
Options Account* Locked-In Retirement Account (LIRA)
Provincial - Quebec   Provincial - Ontario   Federal
Federal Restricted
Joint Account Registered Retirement Income Fund (RRIF)
Tax-Free Savings Account (TFSA) Life Income Fund Account (LIF)
Provincial - Quebec   Provincial - Ontario   Federal
Federal Restricted
Registered Education Savings Plan (RESP)
Individual   Family

OTHER
Corporation        Sole Proprietorship Investment Club
Cash Account Cash Account Cash Account
Margin Account* Margin Account* Margin Account*
Options Account* Options Account* Options Account*
     
      Estate Account Trust Account Curatorship/Tutorship (Qc)
Guardianship/Committeeship (On) Account
Cash Account Cash Account Cash Account

* A Short Sell Account may be requested for this type of account.