Investor Portal...Setting Up Your Investment

Step 4. Getting Started with Olympia Trust

How to set up your Olympia Trust investment account

Olympia Trust will be the platform you use to purchase shares in Parametric Properties. Similar to other investment platforms such as Questrade or TD Ameritrade, Olympia Trust provides you with a safe vehicle to self direct your investments.

Watch the video below to learn how to set up your Olympia Trust account and transfer funds into your new account.

Process Overview

Want a quick overview of the process? Keep reading for key steps of the process. For more detailed instructions, download a PDF version of our instructions here.

  1. Sign up as a new client

    Register as a new client on
  2. Complete online registration and log in

    Complete the online registration using the security code sent to your email. After completing your registration, login to your Olympia Trust account. Your username is the email address you used to register.
  3. Select your account type

    Select the account type you want to open. There are four options: Retirement Savings Plan, Tax Free Savings Account, Retirement Income Fund, and Non-Registered.
  4. Fill out your account details

    Fill out the details based on your account type. Under Third Party Access, enter “Parametric” as the Agent Name or Company Name so we can be notified when your account is activated.
  5. Pay the Olympia Trust set up fee

    Pay the $157.50 set-up fee using your credit card or bank account. We recommend paying this fee with your credit card to avoid complications.
  6. Declaration of Trust and Terms & Conditions

    Read and agree to the Declaration of Trust and Terms & Conditions.
  7. Activate your account

    Confirm the account information you entered is correct. Once that’s done, click “Sign Document” to activate your account.
  1. Watch the instructional video or read the instructions below to learn how to set up your Olympia Trust account.
  2. (Optional) Consult with your financial advisor to determine if this is the right investment for you before proceeding.
  3. When you're ready, proceed to the next step by clicking the red "Proceed To Next Step" button below.
Step 4 of 6
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