Help Centre

How can we help you?

Opening an account

About opening accounts or investments online, over the phone and in store

Yes, login or register for Oaken Digital here. Navigate to "Accounts" in the main menu and select "Open new investments" to open a new account.

No, you can open a non-registered or registered savings account with a zero balance.

There are no fees for withdrawals, however the RSP/TFSA savings account is subject to fees for non-sufficient funds (NSF) or dormancy if applicable.

Yes. Once you press the submit button, your information is submitted over a secure HTTPS connection.

Yes, give us a call at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.

Yes, all our forms and supporting documents are on our website. Once completed, please mail the form and documents to:

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

Yes, you are always welcome, but if you prefer you can make an appointment for one of our locations and chat directly with one of our team members.

To close your account, please contact an Oaken representative. Representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm EST.

Mail your cheque or documentation to:

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

Your personal cheque can be made payable to either Oaken Financial or to yourself.

Upon receipt of your documentation and funds, it may take up to 5 business days depending on your method of account opening. Please allow a few extra days for any confirmations mailed via Canada Post to your address on file.

You can expect to receive your confirmation email shortly after submitting your application. If it does not appear in your regular inbox, be sure to check your junk inbox and other email tabs. If you have any questions, please have your reference number handy and call us at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.

The reference number should be indicated on the paperwork you are submitting.

If you have any questions or difficulties with the online application form, please contact us at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.

Please contact us at 1-855-OAKEN-22 (625-3622) and have your reference number handy. The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.

No, transfers of funds within the same registered plan will not be considered a withdrawal.

Please note that when funding your registered GIC from your registered savings account, the funds must come from the same product type (e.g., TFSA GIC can only be funded from a TFSA Savings Account).

All completed applications will be processed within 5 business days. Please allow sufficient time for mail to reach you after that.

Have additional questions?
Call us at 1-855-OAKEN-22 (625-3622). Oaken representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm EST. If you call outside our regular office hours, leave a message and we’ll call you back on the next business day. You can also email us service@oaken.com, send us a secure message in Oaken Digital.