Note that all forms and documents are in PDF format, which requires Acrobat Reader to view and print.
Most forms can be completed electronically, with the assistance of one of our Investor Specialists. It’s quick and easy; please contact us at 1-888-888-3147 to get started.
Alternatively, all forms can be downloaded, printed and sent to us when completed.
Important! Please read the Terms and Conditions for all Steadyhand account types. This document includes important conflicts of interest disclosure that we recommend you review.
Note: If you are transferring a locked-in registered plan, please complete the appropriate Addendum.