Open an Account


Steps to Get Started


Lean on us. Our Investor Specialists would love to help you formulate an investment plan and build a portfolio best suited for your objectives. They’re also happy to assist with the paperwork—most of which can be done electronically via DocuSign. Simply call us at 1-888-888-3147 or book a meeting.


Watch for your welcome email and client login details. And get ready for a simpler, more rewarding investing experience!


If you don’t need our assistance, simply select and complete the relevant application form and send us the paperwork. View forms & Documents.

New Client Experience

Getting started is easier than you think and we’re here to help! Watch our short video to learn more about the experience, peek inside our client portal, and discover some of our tools and resources.


Steadyhand is licensed to offer our funds to Canadian residents of legal age in the following five provinces: British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario.

Transferring Accounts From Another Institution

Transferring accounts from another institution and not sure where to start? We've got you covered. Our Transfer Guide walks you through the necessary paperwork and provides suggestions on how to inform your advisor or investment provider that you're moving on.

Download Guide

Purchase Through Third Party Dealers

Our funds are available through a number of dealers and discount brokers. Note, however, that you may be charged a fee by the dealer for purchasing or redeeming our funds. Unfortunately, we do not have any control over which institutions offer our funds or the fees they may charge you. Please note that Steadyhand does not charge any administration or transaction fees. Any charges you may incur when buying or selling our funds through a third party are entirely at the discretion of your dealer.

If you're interested in purchasing our funds through a specific dealer, it's best to contact them directly to confirm availability and fees, as discount brokerages' policies change frequently.

The same minimum investment requirements apply to all purchases. Accounts held through dealers are eligible for our Fee Reduction Program, but multiple accounts within the same household cannot be consolidated for fee reduction purposes, as they are if held directly with Steadyhand.

For purchases made through discount brokers, our fund codes are as follows:
  • Steadyhand Savings Fund - SIF110
  • Steadyhand Income Fund - SIF120
  • Steadyhand Founders Fund - SIF125
  • Steadyhand Builders Fund - SIF128
  • Steadyhand Equity Fund - SIF130
  • Steadyhand Global Equity Fund - SIF140
  • Steadyhand Small-Cap Equity Fund - SIF150
  • Steadyhand Global Small-Cap Equity Fund - SIF160


Initial investment

$10,000 per fund. If your aggregate investment exceeds $50,000, the minimum investment per fund is waived.

Subsequent Purchases

$1,000 per fund for funds in which you already own units; or $10,000 per fund for funds in which you don't currently own units.

Children of Clients

$1,000 per fund (initial and subsequent investment). Note: Children of clients must be of the legal age to open an account. Further details here.

Client Reporting

Portfolio Statements

A snapshot of the kind of quarterly reporting you'll receive as a Steadyhand client.

View Sample Statement