New Clients Offer - Commission Rebate
1. The Offer:
A. Be one of the first 100 people to open and fund a new Qtrade Investor account and you may be eligible to trade at $6.95 for 6 months (the “Offer”). This Offer is only available to new Qtrade Investor clients who submit a Qualifying Transfer of at least $10,000 in net new assets (net of withdrawals) when opening a Qualifying Account.
See the Terms and Conditions below for detailed requirements of the Offer.
2. This Offer is subject to the following Terms and Conditions:
A. Offer Period
This Offer commences on Monday, December 14, 2020 at 12:00 am ET and concludes on Monday, March 1, 2021 at 11:59 pm ET. The Offer is only available while supplies last.
B. Qualifying Account Criteria
(1) The online account application form associated with the account must have TRADE695 (the “Offer Code”) applied to it and must be submitted during the Offer Period.
(2) Qualifying Accounts must be a cash (individual or joint), margin (individual or joint), Corporate, Sole Proprietorship, RESP, RRSP, RRIF, Spousal RRSP, Spousal RRIF, U.S. Spousal RRSP, U.S. Spousal RRIF or TFSA account. Account types not listed here do not qualify for this Offer.
(3) Delivery Against Payment (DAP) accounts are ineligible for this Offer.
(4) New accounts must meet Qtrade Investor’s account opening requirements and related documentation requirements, and be approved by Qtrade Investor, at its sole and absolute discretion.
(5) The Offer is only applicable to a maximum of one (1) eligible account for each client. In the event that a client opens multiple eligible accounts, the Offer will only be applied to the first eligible account approved by Qtrade Investor.
(6) The number of Qualifying Accounts for the Offer is limited to the first 100 Qualifying Accounts submitted to Qtrade Investor within the Offer Period.
(7) Qualifying Accounts must be in good standing throughout the Offer Period and remain in good standing until the Offer is resolved by 11:59 am ET on October 30, 2021. Your Qualifying Account must not have encountered a debit position or margin call during the Offer Period.
(8) In order to receive the rebate you must have a cash or margin account with Qtrade Investor.
C. Qualifying Transfer Criteria:
(1) A transfer-in request and / or an Electronic Funds Transfer (EFT) of at least $10,000 in net new assets must be submitted together with your Qualifying Account application (“Qualifying Transfer”). This requirement may be met through multiple transfers, provided that all transfers are submitted within the Qualifying Account online application form.
(2) Transfers that are submitted after a Qualifying Account is open will not qualify for the Offer.
(3) In order to qualify as a Qualifying Transfer, assets transferred in must not include any securities that are restricted, subject to a cease trade order, or if non-listed it is to be accompanied by independent evidence of current value deemed acceptable to Qtrade Investor.
(4) Qualifying Transfer funds may be transferred from an investment or banking account at any Canadian financial institution or broker, excluding Aviso Wealth Inc. or any of its subsidiaries.
(5) New funds will be calculated by adding the total amount of funds credited across all of your Qualifying Transfers. For example, if you open a Qualifying cash account, a TFSA and an RRSP and submit Qualifying Transfers to each, the cumulative total of the Qualifying Transfers will be considered for the purpose of this Offer.
(6) Assets transferred in or deposited must remain in your account(s) until 12:00 am ET on October 1, 2021. Any withdrawals or transfers out prior to this date will decrease the eligible assets that qualify for the Offer.
D. Qualifying Trade Criteria
(1) Qualifying trades for the purposes of this Offer are limited to commissionable equity and ETF trades only (“Qualifying Trades”). Option trades are not included and do not qualify for this Offer.
(2) Qualifying Trades must be filled between the date of opening a Qualifying Account to no later than 12:00 am ET on August 31, 2021.
(3) Only the first 100 commissionable equity and ETF trades in a Qualifying Account will be filled.
(4) Qualifying Trades applies to trades placed via the Qtrade Investor online investing platform and the Qtrade Investor mobile app.
E. Eligibility Criteria
(1) The Offer is only available to new Qtrade Investor clients.
(2) You must apply the Offer Code on the new account application form.
(3) The Qualifying Account must be opened during the Offer Period.
(4) A Qualifying Transfer must be submitted together with the Qualifying Account application.
(5) This Offer is non-transferable and will not be valid in conjunction with any other offer or promotion.
(6) The Offer cannot be applied on previously or subsequently submitted account applications to Qtrade Investor.
(7) For joint accounts, only the primary account holder will be entitled to receive the Offer. For corporate accounts, only the Qualifying Account will be eligible for the Offer. This Offer is open only to the account holder and is not transferrable.
(8) You must be a Canadian resident who is of the age of majority in your respective province or territory when submitting your new account application.
F. General
(1) Standard commission rates will be applied to initial trades in the Qualifying Account. The difference between $6.95 and the applied standard commission rate on all Qualifying Trades will rebated on or about October 30, 2021.
(2) The commission rebates will be credited to the Qualifying Account in which the Qualifying Trades occurred.
(3) Clients who qualify for this Offer will not be eligible for any other offers or promotions from Qtrade Investor until this Offer is resolved on or about October 30, 2021.
(4) You are solely responsible for any tax consequences arising from or in connection with this Offer and / or the transfer of any assets into the Qualifying Account.
(5) All dollar amounts mentioned in relation to this Offer are in Canadian dollars.
(6) The amount of any transfer-in fee charged by another Canadian broker or financial institution will be credited to your account (up to a maximum of $150 per client when you transfer $15,000 or more), subject to Qtrade Investor’s receipt of the documentation evidencing such transfer-in fee. This is part of the TRADE695 offer for new clients and does not constitute combining of Qtrade Investor offers.
(7) Qtrade Investor reserves the right, at its sole and absolute discretion, to suspend, disqualify, limit or revoke this offer to any person or account holder for any reason, including but not limited to manipulation or abuse of the process, fairness, integrity or operation of the Offer.
(8) You may opt out of the offer at any time by notifying Qtrade Investor at 1.877.787.2330 or customersupport@qtrade.ca, in which case any credits made to your account pursuant to the Offer will be reversed.
(9) Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Qtrade is a registered mark owned by Aviso Wealth Inc.
1. The Offer:
A. Open, fund and trade on a new Qtrade Investor account and you may be eligible to receive a pre-paid Visa gift card as set out below (the “Offer”). This Offer is only available to new Qtrade Investor clients who submit a Qualifying Transfer of at least $25,000 in net new assets (net of withdrawals) when opening a Qualifying Account.
See the Terms and Conditions below for detailed requirements of the Offer.
New Clients Offer – Visa Gift Card
2. This Offer is subject to the following Terms and Conditions:
B. Offer Period
This Offer commences on Monday, December 14, 2020 at 12:00 am ET and concludes on Monday, March 1, 2021 at 11:59 pm ET. The Offer is available while supplies last.
C. Qualifying Account Criteria
(1) The online account application form associated with the Qualifying Account must have VISA2K (the “Offer Code”) applied to it and must be submitted during the Offer Period.
(2) Qualifying Accounts must be a cash (individual or joint), margin (individual or joint), Corporate, Sole Proprietorship, RESP, RRSP, RRIF, Spousal RRSP, Spousal RRIF, U.S. Spousal RRSP, U.S. Spousal RRIF or TFSA account. Account types not listed here do not qualify for this Offer.
(3) Delivery Against Payment (DAP) accounts are ineligible for this Offer.
(4) New accounts must meet Qtrade Investor’s account opening requirements and related documentation requirements, and be approved by Qtrade Investor, at its sole and absolute discretion.
(5) The Offer is only applicable to a maximum of one (1) eligible account for each client. In the event that a client opens multiple eligible accounts, the Offer will only be applied to the first eligible account approved by Qtrade Investor.
(6) The number of Qualifying Accounts for the Offer is limited to the first 500 Qualifying Accounts submitted to Qtrade Investor within the Offer Period.
(7) Qualifying Accounts must be in good standing throughout the Offer Period and remain in good standing until the Offer is resolved by 11:59 pm ET on October 30, 2021. Your Qualifying Account must not have encountered a debit position or margin call during the Offer Period.
D. Qualifying Transfer Criteria
(1) A transfer-in request and / or an Electronic Funds Transfer (EFT) of at least $25,000 in net new assets must be submitted together with your Qualifying Account application (“Qualifying Transfer”). This requirement may be met through multiple transfers, provided that all transfers are submitted within the Qualifying Account online application form.
(2) Transfers that are submitted after a Qualifying Account is open will not qualify for the Offer.
(3) In order to qualify as a Qualifying Transfer, assets transferred in must not include any securities that are restricted, subject to a cease trade order or that are non-listed and without independent evidence of current value acceptable to Qtrade Investor.
(4) Qualifying Transfer funds may originate from an investment or banking account at any Canadian financial institution or broker, excluding Aviso Wealth Inc. or any of its subsidiaries.
(5) New funds will be calculated by adding the total amount of funds credited across all Qualifying Transfers. For example, if you open a Qualifying cash account, a TFSA and an RRSP and submit Qualifying Transfers to each, the cumulative total of the Qualifying Transfers will be considered for the purpose of this Offer.
(6) Assets transferred in or deposited must remain in your account(s) until 11:59 pm ET on October 1, 2021. Any withdrawals or transfers out prior to this date will decrease the eligible assets that qualify for the Offer.
E. Eligibility Criteria
(1) The Offer is only available to new Qtrade Investor clients.
(2) You must apply the Offer Code on the new account application form.
(3) The Qualifying Account must be opened during the Offer Period.
(4) A Qualifying Transfer must be submitted together with the Qualifying Account application.
a. You must make at least one commissionable trade in your Qualifying Account by no later than September 30, 2021. This Offer applies to commissionable trades placed via the Qtrade Investor online investing platform and the Qtrade Investor mobile app.
(5) This Offer is non-transferable and will not be valid in conjunction with any other offer or promotion.
(6) This Offer cannot be applied on previously or subsequently submitted account applications to Qtrade Investor.
(7) For joint accounts, only the primary account holder will be entitled to receive the Offer. For corporate accounts, only one Visa Gift Card will be awarded. This Offer is open only to the account holder.
(8) You must be a Canadian resident who is of the age of majority in your respective province or territory when submitting your new account application.
F. General
(1) The pre-paid Visa Gift Card will be mailed to the primary Qualifying Account holder’s address on record with Qtrade Investor, on or about October 30, 2021.
(2) The pre-paid Visa Gift Card is not connected in any way to any Qtrade Investor account.
(3) Issuance, fulfilment, customer service, and transaction-related services for the pre-paid Visa Gift Card are provided by a third party, and are subject to separate Terms and Conditions. Applicable Terms and Conditions will accompany the pre-paid Visa Gift Card mailed to recipients on or about October 30, 2021.
(4) Clients who qualify for this Offer will not be eligible for any other offers or promotions from Qtrade Investor until this Offer is resolved on or about October 30, 2021.
(5) You are solely responsible for any tax consequences arising from or in connection with this Offer and / or the transfer of any assets into the Qualifying Account.
(6) All dollar amounts mentioned in relation to this Offer are in Canadian dollars.
(7) The amount of any transfer-in fee charged by another Canadian broker or financial institution will be credited to your account (up to a maximum of $150 per client when you transfer $15,000 or more), subject to Qtrade Investor’s receipt of the documentation evidencing such transfer-in fee. This is part of the VISA2Knew offer for new clients and does not constitute a combining of Qtrade Investor offers.
(8) Qtrade Investor reserves the right, at its sole and absolute discretion, to suspend, disqualify, limit or revoke this offer to any person or account holder for any reason, including but not limited to manipulation or abuse of the process, fairness, integrity or operation of the Offer.
(9) You may opt out of the Offer at any time by notifying us at 1.877.787.2330 or customersupport@qtrade.ca, in which case the pre-paid balance added to the Visa Gift Card pursuant to the Offer will be reversed.
(10) Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Qtrade is a registered mark owned by Aviso Wealth Inc.
1. The Offer:
A. Open, fund and trade on a new Qtrade Investor account and you may be eligible to receive a pre-paid Visa gift card as set out below (the “Offer”). This Offer is only available to select, Qtrade Investor clients who submit a Qualifying Transfer of at least $25,000 in net new assets (net of withdrawals) when opening a Qualifying Account.
See the Terms and Conditions below for detailed requirements of the Offer.
Existing Clients Offer – Visa Gift Card
2. The Offer is subject to the following Terms and Conditions:
A. Offer Period:
This Offer commences on Monday, December 14, 2020 at 12:00 am ET and concludes on Monday, March 1, 2021 at 11:59 pm ET. The Offer is only available while supplies last.
B. Qualifying Account Criteria:
(1) The online account application form associated with the account must have the CASH2K (the “Offer Code”) applied to it and must be submitted during the Offer Period.
(2) Qualifying Accounts must be a cash (individual or joint), margin (individual or joint), Corporate, Sole Proprietorship, RESP, RRSP, RRIF, Spousal RRSP, Spousal RRIF, U.S. Spousal RRSP, U.S. Spousal RRIF or TFSA account. Account types not listed here do not qualify for this Offer.
(3) Delivery Against Payment (DAP) accounts are ineligible for this Offer.
(4) The Offer is only applicable to a maximum of one (1) eligible account for each client. In the event that a client opens multiple eligible accounts, the Offer will only be applied to the first eligible account approved by Qtrade Investor.
(5) The number of Qualifying Accounts for the Offer is limited to the first 500. Qualifying Accounts submitted to Qtrade Investor within the Offer Period.
(6) New accounts must meet Qtrade Investor’s account opening requirements and related documentation requirements, and be approved by Qtrade Investor, at its sole and absolute discretion.
(7) Qualifying Accounts must be in good standing throughout the Offer Period and remain in good standing until the Offer is resolved by 11:59 pm ET on October 30, 2021.
(8) Your Qualifying Account must not have encountered a debit position or margin call during the Offer Period.
C. Qualifying Transfer Criteria:
(1) A transfer-in request and / or an Electronic Funds Transfer (EFT) of at least $25,000 in net new assets must be submitted along with your Qualifying Account application (“Qualifying Transfer”). This requirement may be met through multiple transfers, provided that all transfers are all submitted within the Qualifying Account online application form.
(2) Transfers that are submitted after a Qualifying Account is open will not qualify for the Offer.
(3) In order to qualify as a Qualifying Transfer, assets transferred in does not include any securities that are restricted, subject to a cease trade order, or that are non-listed and unaccompanied by independent evidence of current value acceptable to Qtrade Investor.
(4) Qualifying Transfer funds may be transferred from an investment or banking account at any Canadian financial institution or broker, excluding Aviso Wealth Inc. or any of its subsidiaries.
(5) New funds will be calculated by adding the total amount of funds credited across all of your Qualifying Transfers. For example, if you open a Qualifying cash account, a TFSA and an RRSP and submit Qualifying Transfers on each, the cumulative total of the Qualifying Transfers will be considered for the purpose of this Offer.
(6) Assets transferred in or deposited must remain in your account(s) until 11:59 pm ET on October 1, 2021. Any withdrawals or transfers out prior to this date will decrease the eligible assets that qualify for the Offer.
D. Eligibility Criteria:
(1) The Offer is only available to select Qtrade Investor clients who are sent the Offer email.
(2) You must apply the Offer Code on the new account application form.
(3) The Qualifying Account must be opened during the Offer Period.
(4) A Qualifying Transfer must be submitted together with the Qualifying Account application.
(5) You must make at least one commissionable trade in your Qualifying Account by no later than 11:59 pm ET on September 30, 2021. This Offer applies to commissionable trades placed via the Qtrade Investor online investing platform and the Qtrade Investor mobile app.
(6) This Offer is non-transferable and will not be valid in conjunction with any other offer or promotion.
(7) The Offer can only be used once per client and cannot be applied on previously or subsequently submitted account applications to Qtrade Investor.
(8) You must be a Canadian resident who is of the age of majority in your respective province or territory when submitting your new account application.
(9) For joint accounts only the primary account holder will be entitled to receive the Offer. For corporate accounts only one Visa Gift Card will be awarded. This Offer is open only to the account holder and is not transferrable.
E. General
(1) The pre-paid Visa Gift Card will be mailed to the primary Qualifying Account holders address on record with Qtrade Investor, on or about October 30, 2021.
(2) The pre-paid Visa Gift Card is not connected in any way to any Qtrade Investor account.
(3) Issuance, fulfilment, customer service, and transaction-related services for the pre-paid Visa Gift Card are provided by a third party, and are subject to separate Terms and Conditions. Applicable Terms and Conditions will accompany the pre-paid Visa Gift Card mailed to recipients on or about October 30, 2021.
(4) You are solely responsible for any tax consequences arising from or in connection with this Offer and / or the transfer of any assets in the Qualifying Account.
(5) All dollar amounts mentioned in relation to the Offer are in Canadian dollars.
(6) The amount of any transfer-in fee charged by another Canadian broker or financial institution will be credited to your account (up to a maximum of $150 per client when you transfer $15,000 or more), subject to Qtrade Investor’s receipt of the documentation evidencing such transfer-in fee. This is part of the CASH2K offer for new clients and does not constitute a combining of Qtrade Investor offers.
(7) Qtrade Investor reserves the right, at its sole and absolute discretion, to suspend, disqualify, limit or revoke this offer to any person or account holder for any reason, including but not limited to manipulation or abuse of the process, fairness, integrity or operation of the Offer.
You may opt out of the Offer at any time by notifying Qtrade Investor at 1.877.787.2330 or customersupport@qtrade.ca, in which case the any pre-paid balance added to the Visa Gift Card pursuant to the Offer will be reversed.
(8) Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. Qtrade is a registered mark owned by Aviso Wealth Inc.
