Open Account
Products
Step 1: Tap on ‘Products’ to explore the available SOL products
Opening an account
Step 2: Select a SOL product that you would like to open
Declaration of Tax Residence (Required only once per person)
Step 3 : Enter your tax residence information. First, enter your SIN Number as it appears on a legal document
Declaration of Tax Residence
Step 4: Select ‘Yes’ or ‘No’ to answer the questions regarding tax residence.
Declaration of Tax Residence
Step 5: Declaration of tax residence is completed. Click ‘Done’ to proceed with opening a product
Terms & Conditions
Step 6: Read the terms and conditions, and check the box to confirm your agreement to all of terms and conditions
Customer Information
Step 7: Review your personal information. It is your responsibility to keep your personal information accurate and current. If you need to make any changes, click ‘Update Profile,’ or tap ‘Next’ to continue
Open Account
Step 8: Select all the required fields based on the type of account, such as the amount, intended use of account, and any other necessary details
Open Account
Step 9: Click to review the third-party determination and answer the ‘Yes/No’ question
End of Open Account Process
Step 10: Review the information (Product Name, Account Number, Interest Rate, Number of Transactions)