Making it Easy
Agora provides flexibility to meet your needs, whether it’s digital or paper-based account opening and transactions.
AGORA ADVISOR-CLIENT PORTAL
Gain access to our Advisor-Client portal for the dynamic assembly of account opening and transaction documents along with the workflow capabilities for capturing multiple signatures.
ACCESS FILLABLE PDF FORMS BELOW
Once the forms are completed and approved by your dealer, please fax to 1-888-642-4312.
Transaction Forms
Locked-in Addendum
Federal Addendum | |
Provincial Addendum-ON | |
Provincial Addendum-SK | |
Provincial Addendum-AB | |
Provincial Addendum-MB | |
Provincial Addendum-BC | |
Provincial Addendum-NS | |
Provincial Addendum-QC |
SEND It TO US
Once the forms are completed and approved by your dealer, please forward them to Agora Dealer Services.