Setting up an Independent Direct trading account is the first step in getting you trading. This guide will walk you through the process in a few simple steps, ensuring you can quickly and confidently start trading.

Register for the Independent Direct Trading Platform

Sign up for Independent Direct through your desktop by visiting our website or download it from your phone’s app store.

Follow Your Onboarding Prompts

You’ll be prompted to fill out some basic personal information such as:

• Name
• Email address
• Phone number

Ensure you enter your details accurately, as they’ll be necessary for account verification and security purposes.

Provide Additional Personal and Financial Information

After choosing your account type, you’ll be asked to provide more detailed personal information, including:

• Address
• Date of Birth
• Social Insurance Number

This information is required for regulatory and security reasons to ensure your account complies with industry standards.

Set Up Security Features

Security is crucial for your trading account. You’ll be prompted to:

• Create a strong password
• Set up security questions
• Enable two-factor authentication (2FA)

 

This will ensure your account remains secure and protected from unauthorized access.

Review and Accept Terms & Conditions

Before finalizing your account setup, you must review and agree to the platform’s terms and conditions. These documents outline important policies related to trading, fees, and privacy, so take the time to read them carefully.

Fund Your Account

The last step in opening your Independent Direct account is funding it.

By EFT: (coming soon)

By Bill Payment:

1. Log in to your online banking account
2. Go to the “Pay Bills” or “Make a Bill Payment” section
3. Add Payee: Search for and select “Fidelity Clearing Canada”
4. In the “Account Number” field, enter your Independent Direct account number
5. Enter the amount you’d like to deposit
6. Confirm and submit the payment

Note: Bill payments usually take 1–2 business days to process.

By Wire:

1. Contact info@independentdirect.ca for details

Confirm and Start Trading

Once your account is funded, you’ll receive a confirmation email, and you’re all set to start exploring the platform! Log in to your new account and begin trading stocks, options, or ETFs.

Opening an Independent Direct trading account is quick and easy, and now you’re ready to start trading. Check out our Resource Hub for additional tutorials, tips, and demos to help you master trading on our platform.

Ready to get started? Visit our website and open your account today!