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  1. Syfe
  2. Account Opening And Management
  3. How do I open an account?

How do I open an account?

  • How do I start investing with Syfe?
  • Can I create multiple portfolios?
  • Can I open an account using MyInfo?
  • What are the supporting documents needed to open my Syfe account?
  • What will happen to my account application if I do not submit all my documents?
  • Are there any charges for opening a Syfe account?
  • What is the minimum age to invest with Syfe?
  • Can I open joint accounts with my children?
  • Is my investment with Syfe subject to estate tax?
  • I work at an investment bank. Do I need to inform my compliance department or to have pre-approval obtained before investing with Syfe?
  • How do I find my taxpayer identification number?
  • Will I receive physical statements for my investments?
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