Convenient, Seamless
Account Management

Equity Associates Platform Accounts

Our Platform Accounts provide a flexible solution for easier account management. Use low-cost Platform Nominee Accounts, the increasingly popular Fee Based Platform Accounts, or both, depending on your business needs. The choice is always yours.

Platform Nominee Account

Platform Nominee

Accounts

Fee Based Platform Account

Fee Based Platform

Accounts

Recommended For
  • Clients seeking a low-cost, streamlined way to manage their investments.
  • Clients seeking a personal, customized portfolio that can hold a wide range of investment products, including mutual funds, GICs and ETFs.
Advisor Benefits
  • Conveniently consolidate client investments.
  • Streamline trading instructions and client reporting.
  • Conveniently consolidate client investments.
  • Streamline trading instructions and client reporting.
  • Provide a personalized pricing solution with a negotiated asset-based fee between 0% and 1.5%.
Platform Features
  • Electronic onboarding
  • Electronic signatures and trading
  • Online and mobile reporting and account lookup
  • Electronic onboarding
  • Electronic signatures and trading
  • Online and mobile reporting and account lookup
Platform Fees
  • $24/quarter
  • Additional accounts: $12/quarter
  • Zero Transfer Out, Deregistration, Withdrawal Fees
  • $24/quarter
  • Additional accounts: $12/quarter
  • Zero Transfer Out, Deregistration, Withdrawal Fees
Investor Protections
  • MFDA IPC and CIPF (where available)
  • MFDA IPC and CIPF (where available)

Questions? Contact our Platform Department

1 (800) 752-1850

platformservices@equityassociates.ca