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No Fee Chequing
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Bank Account Rates

New clients can earn up to $200*

Get free daily banking. Great rates. No monthly fees.

Learn moreabout earning $200 on a No Fee Chequing Account.

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Cash Back Visa*

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Frequently Asked Questions
Forms and Downloads

Ditch the annual fee

Get cash back rewards with the Simplii Financial™ Cash Back Visa* Card

Learn moreabout the Simplii Cash Back Visa card.

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Fixed Rate Mortgages
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Buying your new home
Transferring your mortgage
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Understanding mortgages
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Buying a new home

Buying a new home is a big step and we’re here to help you through the whole process.

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Personal Line of Credit
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Creditor Insurance
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Borrowing Rates

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RRSP Savings Account
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Retirement Plans
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Investment Rates

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Earn bonus interest on new deposits

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Interac e-Transfer ^®
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A Simple way to Pay

Introducing mobile wallets for Apple Pay^®, Google Pay^TM and Samsung Pay^®

Learn moreabout how you can start using Apple Pay, Google Pay or Samsung Pay

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Forms and Downloads

Here's where you can find Simplii Financial^TM forms, plus important documents you'll need.

Most forms are in PDF format. To use them, download Adobe Acrobat Reader.Opens a new window in your browser.

Credit Card

Cardholder Agreement (PDF, 100 KB)
Certificate of Insurance (PDF, 100 KB)
Benefits Guide (PDF, 100 KB)
Summary of Rates and Fees (PDF, 470 KB)
Privacy Disclosures, Terms and Conditions (PDF, 60 KB)
Consent to Electronic Delivery of Documents (PDF, 225 KB)

Investments

Transfer Authorization for Registered Investments (standard transfer) (2033) (PDF, 220 KB)
TFSA Account Agreement (PDF, 185 KB)
RRSP Withdrawal Request (7390) (PDF, 205 KB)
Home Buyers Plan RRSP Withdrawal (T1036)
Declaration Of Trust (PDF, 180 KB)

Borrowing

Make a creditor’s group life insurance, job loss or disability claim (PDF, 410 KB)
Make a creditor’s group life insurance claim (PDF, 204 KB)
Make a creditor’s group job loss or disability claim (PDF, 380 KB)
Cancel your creditor’s group insurance coverage (PDF, 180 KB)

Other Resources

Products and Services Agreement (PDF, 460 KB)
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