Self-Directed Accounts

t B2B Trust, we value you and your business. It’s one of the reasons why we’ve tried to simplify the process of submitting business and make it as quick and easy as possible. Simply follow the steps below and you’ll be on your way.

If you’re new to B2B Trust’s self-directed products, please contact one of our business development representatives at
Email: businessdevelopment@b2b-trust.com
Phone: 1.800.263.8349, option 3

Review our portfolio of self-directed products. If you have 25 or more clients that you would like to transfer to B2B Trust, click here to find out how our Transfer In Program can help.

Our application workflows will help you understand our business processes: Self-Directed RRSP Workflow, Self-Directed RRIF Workflow, Open Account Workflow.

Help your client complete an application. If you require clarification or would like more information, refer to our sample Self-Directed Registered Account Application (RRSP and RRIF), or our sample Open Account Application (non-registered).

Forward your client’s original application – including contribution cheques and/or copies of the Transfer Authorization for Registered Investments form – to B2B Trust, Self-Directed Mutual Funds & Securities, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5.

At Your Fingertips:

Products: Info On Self-Directed SD RRSP SD RRIF Open Account Transfer In Program
Forms: Forms
Fees: Self-directed Fees
Samples applications: Sample Self-Directed Registered Account Application Sample Open Account Application
Workflows: Self-Directed RRSP Workflow Self-Directed RRIF Workflow Open Account Workflow
Admin Tips: Admin Tips – Self-Directed Registered & Non-Registered Accounts
Others: Self-Directed & Open Account FAQ Library of Marketing Material Glossary CDIC Information