Get Started
Welcome to MAXA Financial. We’re happy you’re taking the next step to maximizing your investments! Open an account with us by following these steps:
Step 1
Open a MAXA membership online.
Note: To open a joint account, complete the online application process for each joint member. You will each receive a unique Application ID. Upon completion please email info@maxafinancial.com noting your unique Application IDs and requesting to open a joint account.
Step 2
Make your first deposit – using one of the following options:
- You can fund your MAXA Financial account using online banking or our MAXA Financial Mobile App by:
- Call us at 1-866-366-MAXA (6292) to set up an Electronic Funds Transfer over the phone.
- Or fund your account by completing the below forms:
Complete the form below to make an initial or new deposit by cheque or to transfer funds within your MAXA account.
Complete the form below to begin or make changes to a regular automatic electronic deposit to your MAXA High Interest Savings.
Mail in required forms, along with cheque deposits to the following address:
MAXA Financial
220 10th Street Unit C
Brandon Manitoba, R7A 4E8
Step 3
Watch for confirmation in the mail!
Once we receive your online application, we will follow up with a confirmation email. Your MAXA Financial account must be funded with a minimum $5 membership share within 30 days of opening the account.
How to Register for TFSA, RRSP and RRIF Products
Log in to your MAXA Financial Online Banking account to register for TFSA, RRSP and RRIF products.
Current MAXA members holding joint accounts wishing to open a registered account are required to purchase an additional $5 membership share and open an individual account. Registered products must be held under individual accounts.
Complete the form below to transfer your non-registered mutual funds to MAXA