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.
Open a MAXA membership online by clicking here.
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.
Complete the form below to transfer the balance of your account from another Financial Institution.
Step 3
Open a registered investment account!
After opening 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.
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 each of the forms below to open a TFSA.
- TFSA Application and Declaration of Trust
- Declare a beneficiary by filling out ONE of the following forms:
- Appointment of Successor Holder and Optional Beneficiary Designation OR
This form must be completed when the holder wishes to have their spouse or common-law partner receive all payments under the TFSA contract after the death of the holder. - Designation of Beneficiary
Use only when appointing a Designation of Beneficiary.
- Appointment of Successor Holder and Optional Beneficiary Designation OR
- 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 each of the forms below 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 each of the forms below to apply for an RRIF contract.
- RRIF Application and Declaration of Trust
- Declare a beneficiary by filling out ONE of the following forms:
- Appointment of Successor Annuitant and Optional Beneficiary Designation OR
This form must be completed when the annuitant wishes to have their spouse or common-law partner receive all payments under the RRIF contract after the death of the annuitant. - Designation of Beneficiary
Use only when appointing a Designation of Beneficiary.
- Appointment of Successor Annuitant and Optional Beneficiary Designation OR
- 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.
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.
Step 4
Mail in required forms, along with cheque deposits to the following address:
MAXA Financial
220 10th Street Unit C
Brandon Manitoba, R7A 4E8
Step 5
Watch for confirmation in the mail!
Once we receive your online application we will follow up with a confirmation email. Keep an eye out for a call from 1-866-366-MAXA (6292). One of our representatives will call you to welcome you to MAXA Financial or to confirm any outstanding items. Your MAXA Financial account must be funded with a minimum $5 membership share within 30 days of opening the account.
Complete the form below to transfer your non-registered mutual funds to MAXA