What information do I need to sign up?

Welcome! We're excited you're starting your premium wealth management experience with Network Wealth.

As you complete the sign-up process, you'll need access to a few key pieces of information. To help make the sign-up process quicker and easier, make sure you have the following ready:

The Basics

We'll ask you for some basic information:

• Name
• Date of Birth
• Address
• SIN Number (if you have one)

Employment Information

Whether you're Employed, Self-Employed, Retired, Unemployed, or a Student, we'll need to know about your current employment status. 

Assumptions

In many cases, we'll be able to make accurate assumptions about your profile based on your initial information.

If that's not the case for you, no problem. It's important that you correct any assumptions we may have made about your profile and in certain cases, we'll ask that you provide additional information during the sign-up process.

If you pay tax in another country

For each country, you'll need to provide us with your tax identification number. This can vary by country and/or tax authority.

Once you provide this information, you'll be able to proceed with the rest of your sign-up.

If you're an officer or owner of a public company, and/or own more than 10% of a publicly-traded company

You'll need to provide us with the trading symbol for the company or companies that apply.

Once you provide this information, you'll be able to proceed with the rest of your sign-up.

If you are a politically exposed person, the head of an international organization, or a close associate of one

This includes if you're a:

• Politically-Exposed Domestic Person (sometimes referred to as a PEDP or PEP)
• Politically-Exposed Foreign Person (sometimes referred to as a PEFP)
• Head of an International Organization (sometimes referred to as an HIO)
• Close Associate of any of the above (sometimes referred to as a CA)

We'll still be able to process your sign-up, but our Support Team will follow up separately with a form for you to sign. You'll still be able to access Network Wealth but, you won't be able to initiate transfers or trades until we confirm your status.

If you or your family members are employed by CIRO or by a CIRO Member Firm

You'll need to provide us with information about your reporting requirements.

We'll still be able to process your sign-up, but our Support Team will follow up separately to confirm the name of the company you work at, and your position. You'll still be able to access Network Wealth, but you won't be able to initiate transfers or trades until we confirm your status.

ID Verification

During the sign-up process, you will be prompted to provide ID verification by submitting a picture of both your document of choice, and your "selfie". To complete the ID verification, please follow the instructions on your device.