Opening forms
Account and investment opening forms
Download and complete your forms
Expand the list below to find the right type of investment, then download the form and fill in your information.
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.
We’re thrilled about our
future… and you will be
too with an added 0.10%*
on new GICs!
0.10% is additional to current Oaken GIC posted rates. The new rate will only be shown on your confirmation. This offer is only applicable to new GICs opened between August 31 and September 1, 2023. GIC renewals during this period are not eligible for this offer.
Are you an existing Oaken customer?
Other ways to open an account
Commercial applications can be downloaded here and mailed to us.
Or if you prefer to make an appointment to apply in person, you can do so by viewing our Oaken store locations. For more information, please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST.