By Mail

• By mail

• Online

• By phone

• In person

Step 1: Download and complete the form

Expand the list below to find the right type of investment, then download the form and fill in your information.

• Personal
  • Non-registered (Savings Account and/or GIC)
    • New
      • Savings Account and/or GIC
    • Existing
      • Savings Account and/or GIC
  • Registered (TFSA, RSP, RIF)
    • Tax-free Savings Account
      • Home Trust Company - Tax-Free Savings Account
      • Home Bank - Tax-Free Savings Account
    • Retirement Savings Plan
      • Home Bank - Retirement Savings Plan
      • Home Trust Company - Retirement Savings Plan
    • Retirement Income Fund
      • Home Bank - Retirement Income Funds
      • Home Trust Company - Retirement Income Fund
• Commercial
  • Savings Account and/or GIC

Step 2: Supporting documents

If you don't see the form you're looking for below or require assistance, call us at 1-855-OAKEN-22 (625-3622) and we'd be happy to help.

• Transfer Forms
  • Home Bank - T2033 Client
  • Home Trust Company - T2033 Client
  • Home Bank - Tax-free Savings Account Direct Transfer
  • Home Trust Company- Tax-free Savings Account Direct Transfer
• Additional Forms
  • Fee Schedule
  • Joint Trust Beneficiary Information Form
  • List of Acceptable ID
  • Politically Exposed Persons
  • Third Party Determination
• Terms and Conditions
  • Savings Account and/or GIC - Home Bank and Home Trust Company
  • Registered (TFSA, RSP, RIF) - Home Bank
  • Registered (TFSA, RSP, RIF) - Home Trust Company

Step 3: Mail your completed forms and any supporting documents to:

Oaken Financial
145 King Street West
Suite 2500
Toronto, ON
M5H 1J8