Forms

e/Forms is a program which includes most B2B Bank forms from the web. It allows users to fill in the blanks electronically with smart links to leading contact and client management software. The program allows common client profile information such as name, address, DOB and SIN to be imported directly to any pre-selected form. Dealer and representative information is also imported. e/Forms is a faster and electronic alternative to completing forms.

Click here to download the setup file for e/Forms. To install the e/Forms program on your system, simply run the setup file you have downloaded. Using e/Forms for the first time and need help? Click here.

Please note, to be able to read and print particular forms, your system requires Adobe® Acrobat® ReaderTM 7.0 or greater. To download the latest version of this software, Click here.

Additional software requirements may be needed to download your clients' profile information. Contact software support includes ACT!, Axis, Broker's Ally Version 7, CCB, Goldmine, Investment Gold, Maximizer Version 5.0, Microsoft Outlook 98, Power Rep Version 200bc0, and Winfund FrontOffice.

For more information, please contact ScanTech technical support at 1.866.709.9666.

Upgrade available for B2B Bank e/Forms users
B2B Bank e/Forms users have the option available to upgrade to the full version of e/Forms financial software. This is good news for the financial advisor! Currently, your version of e/Forms contains only the B2B Bank forms. The full version contains all B2B Bank forms, plus over 700 industry standard forms from 68 Mutual Fund Companies.

[Click Here] for more information.

For forms related to Investment Accounts and Services, please visit the B2B Bank® Dealer Services¹ website.

 

For more information on the application forms update, click here.

Subject Type
Acknowledgement of Variable Interest Rate and Monthly Payment Administration forms
Application form updates Application Forms
Assignment, Hypothecation, Acknowledgement and Direction Administration forms
B2B Bank Power of Attorney Identification Form Administration forms
B2B Bank Select Letter of Privilege Administration forms
B2B Bank TFSA Loan Application Application Forms
Dealer Transaction Report Request Administration forms
Declaration of Tax Residence for Entities - RC519 Administration forms
Declaration of Tax Residence for Individuals - RC518 Administration forms
Distribution Alliance Program Letter of Privilege Administration forms
Investment Loan Application Application Forms
Letter of Assignment for Mutual Funds (client name only) Administration forms
Letter of Assignment for Segregated Funds (client name only) Administration forms
Letter of Direction Administration forms
Letter of Direction - Distribution Alliance Program change request Administration forms
Margin Call Options Administration forms
Material Request Form Administration forms
Movable Hypothec on an Insurance Policy (QC only) Application Forms
Movable Hypothec on Investment Securities (QC only) Application Forms
Non-Financial Account Changes Administration forms
Pledge Letter Administration forms
Pre-authorized Debit Agreement Administration forms
Redemption and Purchase Instructions (IL) Administration forms
Request for Statement/Trade Confirmations for Joint Tenant with Rights of Survivorship or Tenant in Common Administration forms
RSP Loan Application Application Forms
Securities Control Agreement Administration forms
Segregated Fund Trade Ticket Administration forms
Segregated Funds - Redemption Instruction Form Administration forms
Switch Instruction Form Administration forms