First Step: Open an online account by following this link to Questrade. It takes only a minute to create a profile with a user name and password.
- Select Self-directed, then click on Registered and TFSA and select the type of account you want to open. The bullion program is a USD program. Please set up your account in either Trade Currency or USD. Trade currency allows you to deposit CAD and have your cash balance remain in CAD while still allowing bullion trades to settle in USD.
- Complete the remainder of the application, fill in the Silver Gold Bull dealer authorization form and send it along with your original documents to Questrade.
- Fund your account. Please note that transfers from other financial institutions often take weeks to complete.
Second Step: Contact Silver Gold Bull and provide us with your account number.
Third Step: Purchase your precious metals and have them placed in fully allocated and segregated storage.
- Purchases may only be made over the phone during our regular office hours.
- We will need to confirm funds available in your account for purchase.
- We transfer your investment to fully allocated and segregated storage within Brinks Calgary. This is the only facility available for our program. When the precious metals are received in your account, Questrade removes the funds from your account to pay us for the purchase.
- You will receive an order confirmation by email after your order is placed. You will then be notified by us when your product has been shipped into storage. Questrade will update your account the next business day.