Forms

The Agora Advisor Portal is designed to streamline the creation of client forms and support the e-signature process. If you choose to complete forms outside the portal, please ensure they are uploaded directly to the client’s account within the portal. Need assistance? Our team is here to help, contact us for support.

Send It To Us

Once the forms are completed and approved by your dealer, please forward them to Agora Dealer Services.

By Fax
1-888-642-4312

• Investment Account Application
• Retirement Account Application
• TFSA Application
• Corporate & Trust Account Application
• Corporate Plan Checklist
• Electronic Delivery Form
• Agora Relationship Disclosure
• Fee for Service Application
• Agora Fee Guide September 2022
• PEP & HIO Declaration

• Direct Transfer – T2151
• Direct Transfer – T2030
• Breakdown of Marriage – T2220
• Home Buyers Plan – T1036
• Tax Deduction Waiver – T3012A
• Lifelong Learning Plan – LLP
• Declaration of Tax Residence for Individuals – RC518
• Declaration of Tax Residence for Entities – RC519

• Agora Application to Remove the Spousal Designation on a RRSP or RRIF
• Agora Authorization to Convert an RRSP to RRIF
• Agora New/Change Advisor Information Form
• Agora Dealer & Rep Change Form
• Agora Non-Financial Update Form