ModernAdvisor

As a regulated financial institution, ModernAdvisor is required by Canadian law (FINTRAC) to verify the identity of every client. We aim to make this process as seamless as possible using…

What is Identity Verification, and how does it work?

Why do you need my banking information?

What do I need to open an account?

Opening a Joint RESP Account

Does ModernAdvisor support RDSP accounts?

RDSP Account Opening Process

Learn to open an "In Trust For" (ITF) account for a minor. What you need to know about provincial age requirements and the setup process.

Opening an Account for a Minor (In Trust For)

The First Home Savings Account is here, and you can open one online

The Tax-Free First Home Savings Account

Electronically signing documents through AdobeSign

Signing Documents with AdobeSign

Account Opening

See our Portfolios

Find answers and get help from Intercom Support and Community Experts

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