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Do I need both a Power of Attorney and an Executor?Marshall

Do I need both a Power of Attorney and an Executor?Marshall 2026

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The document is a form for opening an account with Scotia iTRADE, requiring personal and regulatory information from the applicant. It includes sections for account details, personal identification, employment status, tax obligations, and compliance with securities regulations. The form also requests information about the applicant's spouse and identification requirements.

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Click ‘Get Form’ to open it in the editor.
Begin by indicating your relationship to the account. Choose from options like Primary owner, Power Of Attorney, Joint owner, Executor, or Other.
Fill in your personal information including Title, First Name, Initial, Last Name, Date of Birth, and Country of Citizenship.
Provide your Social Insurance Number and any required tax identification numbers if applicable.
Complete the Residential Address section with your street address, city, province, postal code, and contact numbers.
In the Employment Information section, select your employment status and provide details about your employer if applicable.
Review all sections for accuracy before submitting the form through our platform for processing.

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