When your trial account period ends, you will receive an email from us letting you know that your trial has ended and what your gains are.

To be eligible to claim the gains on your trial account, you must open a real account (RRSP, TFSA, RRIF, RESP, taxable, or joint account) and deposit at least $1,000 within 30 days of your trial account ending. After your real account has been open for 90 days (and your net contributions were not less than $1,000 during that time), we will transfer your trial account gains to you.

If you have more than one real account, you will be able to choose which account will receive your trial account gains.

Terms and conditions of the trial account can be viewed here https://app.modernadvisor.ca/trial-terms

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