Polaris Wealth Account Types

　　Polaris Wealth offers a variety of account types to cater to different investment needs. The available account types include:

• Tax-Free Savings Accounts (TFSA)
• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Plan (RRIF)
• Registered Education Savings Plans (RESP)
• Spousal RRSP
• Spousal RRIF
• Locked-In Retirement Accounts (LIRA/LRSP)
• Locked-In Retirement Income Funds (LRIF)
• Individual and Joint Non-Registered Accounts
• Corporate Accounts
• Trust Accounts

　　These accounts provide various tax advantages and investment options, making them suitable for both individual and business clients.

　　

Polaris Wealth Broker Account Opening Process

　　To open an account with Polaris Wealth, follow these steps:

• 　　Eligibility Requirements: You must be at least 18 years old and a legal Canadian resident or citizen with a permanent address in one of the provinces where Polaris is registered (Ontario, British Columbia, Alberta, Quebec, or Nova Scotia).

• 　　Account Opening Steps:

• Visit the Polaris Wealth website.
• Complete the online account application form with necessary personal information.
• Submit identification documents as required (e.g., proof of residency).
• Review and confirm your application.

• 　　Funding Your Account: Once your account is approved, you can fund it by transferring money from your bank account or other investment accounts.

• 　　Withdrawal Process: You can withdraw funds at any time, provided you have sufficient cash in your account. The withdrawal request can be completed through the client dashboard or by contacting customer support.

• 　　Fees: Polaris Wealth does not charge fees for withdrawals, and there are no minimum account sizes or additional costs associated with account maintenance.

　　For more detailed information, you can visit Polaris Wealth's account types page and account opening page.