• FOLLOW US:
Sign Up Now
Login

Features

Discover advanced features to create a seamless trading experience.

We make independent trading better.

Learn more

features

Web-based trading platform that runs on any device.

Trade like a pro wherever you go. Flexibility to trade across various accounts, including Cash, Margin, TFSA, and RRSP.

visit google play
visit apple app store

Optimize your investment strategy and maximize your tax advantages

Flexibility to trade across various accounts, including Cash, Margin, TFSA, and RRSP.

01

Trade from
anywhere

Web-based trading platform runs in any browser on any device; no downloads or complex installations are required. Trade from anywhere using charts, watchlists, and analytics.

02

Personalize trading
dashboards

Drag and drop flexible layout and a customizable widget designer.

03

Alerts

Create alerts from the watchlist or a dedicated ‘price alerts’ widget from the widgets menu.

04

Multiple stock
watchlists or pre-set watchlists

Trade directly from watchlists, link your watchlists to other web widgets, and customize the columns and filters for better control.

05

Customizable
widgets

News, watchlists, hotkeys, research, and more, allow you to build a trading experience that fits your unique needs as a trader.

06

Security

Encryption protocols, multi-factor authentication, and secure storage solutions instill trust and confidence that your data is protected.

07

User-Friendly
Interface

A trading experience accessible to novice and experienced traders. The user-friendly interface is designed for easy navigation, ensuring a seamless experience across various devices.

08

Comprehensive research and analytics

The platform will provide customers with comprehensive research reports, market analysis, and financial news to support investment decisions. Integration with third-party research providers enhances the depth of available information.

Coming soon

Advanced trading options

Web-based trading platform runs in any browser on any device; no downloads or complex installations are required. 
Sign up for our newsletter and be the first to know when these features go live.

Sign up here

FAQ

Professionals using independent direct

What is Independent Direct?
Independent Direct is a no investment advice technology platform that allows clients to buy and sell Canadian and US listed securities. The platform is available in Canada and is designed to make investing more accessible to everyone.
  • There are several types of Personal Accounts, including:
    • Cash (Individual, Joint)
    • Margin (Individual, Joint)
    • Registered Retirement Savings Plan (RSP)
    • Tax-Free Savings Account (TFSA)
    • Registered Education Savings Plan 
    • First Home Savings Account (FHSA)
    • Locked-In Retirement Account (LIRA)
    • Registered Retirement Income Fund (RRIF)
    • Lock-In Retirement Income Fund (LRIF)
  • There are several types of Entity Accounts including:
    • Corporations: (Cash or Margin)
    • Trusts:  (Cash or Margin)
    • Partnerships: (Cash or Margin)
    • Charities/Not for Profit Organizations: (Cash or margin)
    • Estates: (Cash or margin)
    • Individual Pension Plans (IPP) / Retirement Compensation Arrangements (RCA) (Cash only)

You can fund your account using bill payment.

  • Log into your online banking account and navigate to the ‘Pay Bills’ or ‘Make a Bill Payment’ section. Add ‘Fidelity Clearing Canada’ under the ‘Pay To’ field and enter the Independent Direct account number you’d like to fund. Then, specify the amount you wish to deposit. Bill payments typically take one to two business days to process.

Coming Soon

  • Bank Transfer (via wire transfer )
  • Direct Deposit (via electronic funds transfer)
  1. Open the application and log in.
  2. Search for the security you want to trade.
  3. Select the amount of shares/options you want to buy or sell.
  4. Confirm your order.
  • Currency Conversion Fees: When trading securities in a currency other than the currency of the account, a currency conversion fee may apply.
  • Monthly Fees may apply to Serenity Connect and Independent Direct Quantum users. There is no monthly fee for Independent Direct Express.
You can withdraw funds to your bank account via electronic transfer or wire. Withdrawals are typically processed same business day.
There is no minimum investment amount.
Yes! Independent Direct is ideal for both short-term and long-term investing. The platform supports a variety of accounts and trading features, making it suitable for retirement savings or tax-advantaged long-term investment strategies as well as speed-based trading solutions.
Independent Direct is regulated by the Canadian Investment Regulatory Organization (CIRO) accounts are protected by the Canadian Investor Protection Fund (CIPF).

Independent Direct offers customer support via:

  • Phone support (+416-543-8484)
  • Email support through the app or website
  • Help Center on the website with answers to common questions

Yes, Independent Direct allows you to transfer existing investments from another brokerage into your Independent Direct account. You can initiate the transfer by downloading the interbroker transfer form (click here). Registered Transfer: REGTSFR (2).pdf

 

Yes, Independent Direct offers trading both Canadian and U.S. securities.

Join us and trade smarter

Never miss a trade with the best in-class trading software

Discover our best-in-class trading experience.

Start trading today