ModernAdvisor

Learn how to move money into, out of, and between your ModernAdvisor accounts, including deposits, withdrawals, recurring transactions, and transfer timelines.

Deposits, Withdrawals & Internal Transfers

How do I withdrawal from an RESP. What is the Educational Assistance Payment 'EAP' and the Post-Secondary Education Capital Withdrawal 'PSE'

RESP Withdrawals

Learn how to roll over your RRSP or LIRA to a RRIF or LIF.

How do I convert an RRSP to a RRIF or a LIRA to a LIF?

Learn how pension transfers to ModernAdvisor work, including LIRA and LRSP transfers, pension legislation requirements, required forms, receiving institution signatures, and what to expect from the pension administrator throughout the…

Transferring a Pension to ModernAdvisor

Move your investments from another bank or brokerage into your new portfolio manager. Understand how transfers work, how long they take, and how to avoid common delays.

How Do I Transfer an Account to ModernAdvisor?

Move your money or investments to another bank or brokerage. Understand how to initiate a transfer out, how long it takes, and how to avoid delays or rejected transfers.

How Do I Transfer an Account Out of ModernAdvisor?

Understand the rules, documentation requirements, tax implications, and processing timelines for withdrawals from registered accounts such as RRSPs, FHSAs, RESPs, RDSPs, and LIRA's. Including Home Buyers' Plan and Lifelong Learning…

Registered Account Withdrawals Rules & Requirements

Funding and Transfers

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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