ModernAdvisor

What is an RDSP?

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

Learn how to withdraw up to $60,000 from your RRSP tax-free using the Home Buyers' Plan. This guide covers the required CRA Form T1036, the 90-day contribution rule, processing times,…

RRSP Withdrawals for the Home Buyers' Plan (HBP)

Learn how to add, verify, and update bank accounts used for deposits and withdrawals.

Adding & Managing Bank Accounts

How do I change my risk level?

RRSP Contribution, tax receipts, tax documents.

Where do I find my Tax Receipts

How do I stop receiving paper statements in the mail?

Invest with a clear conscience using ModernAdvisor’s SRI portfolios. We use ETFs that endeavor to exclude companies with elevated sustainability risks while maintaining global diversification.

Socially Responsible Investing (SRI)

Common investment industry terms you are likely to hear when talking to a portfolio manager

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

Exchange-Traded Funds (ETFs) have revolutionized investing by providing a more transparent, flexible, and cost-effective alternative to traditional mutual funds.

What is an ETF?

Is there a minimum account size with ModernAdvisor?

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

How does it keep my information secure? What if it stopped doing business?

How is ModernAdvisor regulated?

Custodian. Aviso. CI Investment Services Inc.

Who Are Aviso and CI Investment Services and Why Are They Needed?

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

Can spouses household their account profiles so that they can see each others' accounts when online? How can individuals see joint accounts?

Householding Client Profiles & Viewing Joint Accounts

What is ModernAdvisor?

Here are the tax document timelines for you accounts managed by ModernAdvisor. Timelines depend on whether your account is held at CI Investment Services or Aviso Financial.

When Can I Expect to Receive my Tax Slips?

Money-weighted returns reflect the timing of your deposits and withdrawals, which can cause them to differ from a simple growth percentage.

Why does the rate of return on my dashboard not what I expected?

If you’re having trouble signing in to your ModernAdvisor account, this guide walks you through the most common issues and how to resolve them quickly.

Sign-In & Account Access

Close my Account

FutureVault

Learn how beneficiary changes work, what documentation is required, and what to expect when updating beneficiary information on your accounts.

Updating Beneficiaries

General Questions

See our Portfolios

Find answers and get help from Intercom Support and Community Experts

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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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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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