Canadian Western Trust

Publicly traded securities

Our partnership with Canada’s leading independent online brokerage is a win-win

Our unique self-directed account platform allows individuals to consolidate many investment options into one account, which includes holding public securities. We have partnered with Qtrade to offer Delivery Against Payment (DAP) accounts which enable publicly traded securities to settle directly into a CWT account.

Our focus has always been to build solid and trusted relationships to help our clients realize their financial goals. We offer only the best in our complete line of financial products and services. 

That’s why we have teamed up with Qtrade Investor to bring you outstanding online investing services. Superior research, wealth management tools, advanced charting and email alerts are just some of the benefits you will receive when you open an account with Qtrade Investor.

If you or your clients are  looking to access Canadian and US stocks and bonds in your existing CWT self-directed RRSP account, you can benefit from Qtrade Investor's Delivery Against Payment (DAP) account. 

Benefits include: 

  • Equity and bond trading services
  • Direct settlement of trades with your CWT self-directed RRSP account
  • Consolidation of assets * Trading information reported to advisors through CWeb
  • Leading edge research tools, charting, quotes, news and email alerts
  • Customizable watch lists to track your investment

 

To learn more about how a DAP account can work for you, contact your financial advisor or call Qtrade Investor at 1.877.Qtrade.0 (1.877.787-.2330).

If you or your clients are looking to trade stock and bonds in a non-registered account, or if you or your clients are active traders specifically looking for an online brokerage solution, open a direct trading account with Qtrade Investor.

Benefits include:

  • Place trades online or over the phone
  • Investment accounts available in Canadian and US dollars
  • Leading-edge research tools and real-time streaming quotes
  • Canadian Investor Protection Fund (CIPF) coverage ($1,000,000 per account)
  • Outstanding customer service from experienced and knowledgeable staff

There are two easy ways to open a Qtrade Investor account:

  1. Online application
    Completing an application over the internet using Qtrade Investor's secure online new account application form is the fastest way to open your Qtrade Investor account. You will be required to print, sign, and return the appropriate documentation to Qtrade Investor*. If you already have an existing CWT account, you can apply online today.
  2. Paper application
    Print a copy of a Qtrade Investor DAP Account Application form in Adobe Acrobat format. Complete, sign, and return to Qtrade Investor*.

For Qtrade's mailing address and contact information, please visit their website.

 


*Qtrade Investor must verify your signature and identity by clearing a personal cheque from you through your financial institution. You can either provide a personal cheque for the minimum deposit required to open a Qtrade Investor account ($1,000 for a cash account, and $2,000 for a margin account) or, if you are not funding your account with the initial minimum deposit by way of a personal cheque, you can provide Qtrade Investor with a personal cheque in the amount of $10.00. Unless you instruct otherwise, Qtrade Investor will deposit the $10.00 into your Qtrade Investor account. For joint accounts, please ensure that, if the cheque is not from a joint account, both applicants provide personal cheques. A photocopy of government issued identification such as a driver's license or passport is also required with the application.

*Qtrade Investor is a division of Qtrade Securities Inc., member IIROC and CIPF.

Questions?

We offer the flexibility to hold many investment types in one account - including publicly traded securities!