Opening forms
Account and investment opening forms
Download and complete your forms
Expand the list below to find the right type of investment, then download the form and fill in your information.
Supporting documents
If you don't see the form you're looking for below or require assistance, call us at 1-855-OAKEN-22 (625-3622) and we'd be happy to help.
We’re celebrating our 10th
anniversary with a special rate
6.00 %
1 Year
18 Month
2 Year
1 Y
18 M
2 Y
GIC
Terms and conditions apply. Offer valid from Nov 1 to Nov 30, 2023. Offer subject to change without notice.
Are you an existing Oaken customer?
Other ways to open an account
Commercial applications can be downloaded here and mailed to us.
Or if you prefer to make an appointment to apply in person, you can do so by viewing our Oaken store locations. For more information, please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST.