When completing the Justwealth online account application steps, you will be required to provide us with some basic personal, financial and employment information for you and your spouse (if applicable).
This information allows us to assess your financial needs and fulfill our legal and regulatory obligations.
To ensure that the application steps proceed efficiently, please have the following ready:
- Your Social Insurance Number
- Your Spouse’s Social Insurance Number (only for Spousal RRSP accounts)
- Bank account and transit number (available on a cheque)
- Picture files of government-issued identification (front and back if applicable)
** Please note that if you indicate that you would like to include a beneficiary for your registered account (including RESPs), we will request the required information from you after completing your online application.