We would be sad to see you go. Keeping your account open will make it easier for you to access your annual tax slips and your monthly account statements and to take advantage of investing opportunities. If there is something you are concerned about, please let us know so we can look for a solution for you. We can be reached easily at 1.877.787.2330 or firstname.lastname@example.org.
If you wish close your account, be sure that all funds have been withdrawn from your account – leaving no cash or holdings. Once this is complete, send us an email to close the account at email@example.com. Be aware, if you close the account within your first year, a fee of $100 plus tax will apply. If you transfer the account to another brokerage firm, there is a transfer out fee of $150 plus tax. If you are withdrawing from a registered account (TFSA, RRSP), please be aware of the de-registration fee of $125 plus tax.