PRICING

Product suites that meet the needs of your trading goals

We have everything you need from beginner to advance.

Serenity Connect

Directly access and trade markets while only paying for what you need.

most popular

Independent Direct Quantum

The ultimate tool for proactive traders who want more from their brokerage services.

*fee waived with 5 or more commissionable trades

Independent Direct Express

A streamlined, low-cost trading experience.

TESTIMONIALS

Professionals using independent direct

COMPARISON

Dive into all features

Feature

Serenity

Quantum

Express

Negotiable fees

No intermediaries

Direct Electronic Access

Tools and technologies reserved for institutional traders

Per ticket fee

Customizable price alerts

Advanced order types: OTO, OCO, Conditional, and Trailing Orders

Unlimited charts, watchlists, and widgets to help you track your investments

Ticket compression

Equities: $4.84 per trade in the security’s currency

Options: $0.84 per-contract

No monthly fee

Comparison

Dive into all features

Responsive Comparison Table
Feature Serenity Quantum Express
Negotiable fees
No intermediaries
Direct Electronic Access
Tools for institutional traders
Per ticket fee
Customizable price alerts
Advanced order types: OTO, OCO, Conditional, and Trailing Orders
Unlimited charts, watchlists, and widgets
Ticket compression
Equities: $4.84 per trade
Options: $0.84 per-contract
No monthly fee

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.

 

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  • 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:

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).

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