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.
If you'd prefer to go it alone
Simply select and complete the relevant application form and send us the paperwork. View forms & Documents.
Watch for your welcome email
Watch for your welcome email and client login details. And get ready for a simpler, more rewarding investing experience!
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.
Availability
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
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.
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. 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
Minimums
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 for funds in which you don't currently own units.
Children of clients: $1,000 per fund (initial and subsequent investment). Children of clients must be of legal age to open an account.
Client Reporting — Portfolio Statements
A snapshot of the kind of quarterly reporting you'll receive as a Steadyhand client.
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