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General Questions

General Questions

34 articles
Colm Flavin avatarNavid Boostani avatarIsaac Schweigert avatar
Written by Colm Flavin, Navid Boostani and Isaac Schweigert

How do I withdraw from my RRSP under the Home Buyers' Plan (HBP)?

Withdraw RRSP funds under the Home Buyers' Plan
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What are the Buy and Sell transactions in my activity feed?

Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago

When will the new Tax-Free First Home Savings Account (FHSA) be available?

Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago

How do I add a new bank account ?

Adding a bank account
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How do I change my risk level?

Risk level changes
Isaac Schweigert avatar
Written by Isaac Schweigert. Updated over a week ago

How long will it take for my transfer to complete?

Length of time for account transfer, deposits and withdrawals
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How are Socially Responsible Portfolios different from ModernAdvisor's Core portfolios?

The differences and similarities between Socially Responsible and Core Portfolios
Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago

How do I claim the gains on my trial account?

Trial account
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What does “responsible investing” mean?

Responsible investing and ESG
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Transferring a pension

Pension transfers
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How do I change my email address?

Changing your email
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Where do I find my RRSP Contribution and tax receipts

RRSP Contribution and tax receipts
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

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

Account types
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How do I stop receiving paper statements in the mail?

Paperless statements
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How much of my portfolio is eligible for responsible investing?

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

What is ESG investing?

ESG
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What is security selection, asset class, and asset allocation?

Common investment industry terms you are likely to hear when talking to a portfolio manager
Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago

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

Risk Levels
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What are ETFs?

Exchange traded funds (ETFs)
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What is ModernAdvisor’s investment strategy?

Investment approach
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What type of investment accounts can I open with ModernAdvisor?

Account types
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Is there a minimum account size with ModernAdvisor?

Account minimum
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How much can I deposit in my RRSP?

RRSP contribution room
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How does rebalancing work?

Rebalancing
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

What would happen if ModernAdvisor ceased doing business?

Colm Flavin avatar
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
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How do I know if my account is held at Credential or CI Investment Services?

Credential or CI Investment Services?
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

How is ModernAdvisor regulated?

Regulation
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Where is my money held?

Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Why are Credential and CI Investment Services needed?

Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

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

Choosing ModernAdvisor
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Why should I choose ModernAdvisor instead of my bank?

Choosing ModernAdvisor
Colm Flavin avatar
Written by Colm Flavin. Updated over a week ago

Householding client profiles

Can spouses household their account profiles so that they can see each others' accounts when online?
Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago

What is ModernAdvisor?

A quick introduction to ModernAdvisor
Navid Boostani avatar
Written by Navid Boostani. Updated over a week ago