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?

What do I need to open an account?

Opening a Joint RESP Account

Does ModernAdvisor support RDSP accounts?

RDSP Account Opening Process

Learn about "In Trust For" (ITF) accounts, including provincial age requirements and setup steps.

Opening an Account for a Minor (In Trust For)

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

The First Home Savings Account

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Signing Documents with AdobeSign

Learn how to open your account, verify your information, sign your documents, and start investing with ModernAdvisor.

Complete Your ModernAdvisor Account Setup

Account Opening

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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