General Questions

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22 articles in this collection
Written by Colm Flavin

How do I claim the gains on my trial account?

Trial account
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Updated over a week ago

What does “responsible investing” mean?

Responsible investing and ESG
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Updated over a week ago

How do I change my email address

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How should I choose between a TFSA, RRSP, or a taxable account?

Account types
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Updated over a week ago

How much of my portfolio is eligible for responsible investing?

Responsible investing or ESG
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Written by Colm Flavin
Updated over a week ago

What is ESG investing?

ESG
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Updated over a week ago

What is asset allocation?

Asset Allocation
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What is an asset class?

Asset Class
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Why does the % shown for each investment change when the Risk Level changes?

Risk Levels
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Updated over a week ago

What are ETFs?

Exchange traded funds (ETFs)
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What is ModernAdvisor’s investment strategy?

Investment approach
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Updated over a week ago

What type of investment accounts can I open with ModernAdvisor?

Account types
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Written by Colm Flavin
Updated over a week ago

Is there a minimum account size with ModernAdvisor?

Account minimum
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Written by Colm Flavin
Updated over a week ago

How much can I deposit in my RRSP?

RRSP contribution room
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Updated over a week ago

How does rebalancing work?

Rebalancing
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Updated over a week ago

What would happen if ModernAdvisor ceased doing business?

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Written by Colm Flavin
Updated over a week ago

After I deposit funds in my account, how long does it take for you to invest them?

Deposits and investing
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Written by Colm Flavin
Updated over a week ago

How do I know if my account is held at Credential or BBS Securities?

Credential or BBS
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Written by Colm Flavin
Updated over a week ago

How is ModernAdvisor regulated?

Regulation
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Written by Colm Flavin
Updated over a week ago

Why are Credential and BBS needed?

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Updated over a week ago

Why should I choose ModernAdvisor instead of managing my investments myself?

Choosing ModernAdvisor
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Updated over a week ago

Why should I choose ModernAdvisor instead of my bank?

Choosing ModernAdvisor
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Written by Colm Flavin
Updated over a week ago