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
Opening your membership.
Get started with opening a membership by downloading the Membership Application Form.
You can also call toll-free 1-866-366-MAXA (6292) to talk to our support team.
Step 2
Make your first or subsequent deposits using these 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.
Complete the form below to transfer the balance of your account from another Financial Institution.
For subsequent deposits from your RRSP or RRIF to your MAXA RRIF account, please complete the form below. This form should also accompany a Direct Transfer In form when transferring existing RRSP and RRIF contracts from other financial institutions.
Complete the form below to make tax-free transfers from your existing TFSA, RRSP, or RRIF at another financial institution or mutual fund company to MAXA.
Step 3
Complete these additional forms to open your registered investment accounts.
When applying for a MAXA membership, you may also want to open a Tax Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF) account. An initial deposit must be made when opening a registered investment product.
A TFSA, RRSP, RRIF savings account will be opened to provide you with the convenience of making TFSA or RRSP contributions at any time using online banking or over the phone.
Complete these three forms to open a TFSA.
- TFSA Application and Declaration of Trust
- Designation of Beneficiary
- TFSA Deposit Form
Use this form for your initial TFSA contract set up.
If you are transferring an existing TFSA from another institution, please also complete the Direct Transfer In for Registered Plans form.
Complete these three forms to open an RRSP investment.
- RRSP Application and Declaration of Trust
- Designation of Beneficiary
- RRSP Deposit Form
Use this form for your initial RRSP contract set up.
If you are transferring an existing RRSP from another institution, please also complete the Direct Transfer In for Registered Plans form.
Complete these three forms to apply for a RRIF contract.
- RRIF Application and Declaration of Trust
- Designation of Beneficiary
- RRIF Deposit Form
Use this form for your initial RRIF contract set up. This includes your payment information needed to complete the set up of your RRIF contract.
Please also complete the Direct Transfer In for Registered Plans form below to transfer existing RRIF Accounts.
To make changes to your current RRIF contract (Investment Instructions or Payment Instructions) please complete this form.
Step 4
Mail all of your forms, along with your cheque* to the following address:
MAXA Financial
220 10th Street Unit C
Brandon Manitoba, R7A 4E8
*Make your first cheque payable to MAXA Financial. Please include $5.00 for your membership share. Subsequent cheques for deposit are made payable to yourself.
Step 5
Watch for confirmation in the mail!
Once we receive your Membership Application, Deposit/Transfer Form(s) and cheque, we’ll open your MAXA Financial Account and send you a confirmation letter that includes your temporary Personal Access Code (PAC) for online banking.
Next step, we’ll send your MemberCard and security envelope containing the Personal Identification Number (PIN) for your MAXA MemberCard in separate envelopes.
Step 6
Enjoy earning superior interest!
If you have any questions about MAXA Financial or your accounts contact our support team!
Complete the form below to transfer your non-registered mutual funds to MAXA