Investing apps for beginners: Fill out & sign online

Here's how it works

01. Edit your investing apps for beginners online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

Ease of Setup

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Ease of Use

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Click 'Get Form' to open the Investor Application and Agreement Form in the editor.
Begin by filling out your Account Information. Select your account type from the options provided, such as Non-Registered or Retirement Savings Plan.
Complete the Dealer Information section by entering your Investment Advisor's name and Dealer Firm Name.
In the Investor Information section, ensure all mandatory fields are filled out completely, including your title, last name, date of birth, and Social Insurance Number.
If applicable, complete the Joint Applicant or In Trust Information section for non-registered accounts. Ensure all applicants sign where required.
Proceed to select how you would like to invest your money in Section 4. Choose from various SEI products and specify investment amounts.
Review all sections for accuracy before submitting. Once completed, save your form and follow instructions for submission via mail or fax.

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