General Questions

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

The differences and similarities between Socially Responsible and Core Portfolios

Written by Navid Boostani
Updated over a week ago

How do I claim the gains on my trial account?

Trial account

Written by Colm Flavin
Updated over a week ago

What does “responsible investing” mean?

Responsible investing and ESG

Written by Colm Flavin
Updated over a week ago

Transferring a pension

Pension transfers

Written by Colm Flavin
Updated this week

How do I change my email address?

Changing your email

Written by Colm Flavin
Updated this week

Where do I find my RRSP Contribution Receipts

RRSP Contribution Receipts

Written by Colm Flavin
Updated this week

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

Account types

Written by Colm Flavin
Updated over a week ago

How do I stop receiving paper statements in the mail?

Paperless statements

Written by Colm Flavin
Updated this week

How much of my portfolio is eligible for responsible investing?

Responsible investing or ESG

Written by Colm Flavin
Updated over a week ago

What is ESG investing?

ESG

Written by Colm Flavin
Updated over a week ago

What is asset allocation?

Asset Allocation

Written by Colm Flavin
Updated over a week ago

What is an asset class?

Asset Class

Written by Colm Flavin
Updated over a week ago

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

Risk Levels

Written by Colm Flavin
Updated over a week ago

What are ETFs?

Exchange traded funds (ETFs)

Written by Colm Flavin
Updated over a week ago

What is ModernAdvisor’s investment strategy?

Investment approach

Written by Colm Flavin
Updated over a week ago

What type of investment accounts can I open with ModernAdvisor?

Account types

Written by Colm Flavin
Updated over a week ago

Is there a minimum account size with ModernAdvisor?

Account minimum

Written by Colm Flavin
Updated over a week ago

How much can I deposit in my RRSP?

RRSP contribution room

Written by Colm Flavin
Updated over a week ago

How does rebalancing work?

Rebalancing

Written by Colm Flavin
Updated over a week ago

What would happen if ModernAdvisor ceased doing business?

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

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?

Written by Colm Flavin
Updated over a week ago

How is ModernAdvisor regulated?

Regulation

Written by Colm Flavin
Updated over a week ago

Where is my money held?

Written by Colm Flavin
Updated over a week ago

Why are Credential and CI Investment Services needed?

Written by Colm Flavin
Updated over a week ago

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

Choosing ModernAdvisor

Written by Colm Flavin
Updated over a week ago

Why should I choose ModernAdvisor instead of my bank?

Choosing ModernAdvisor

Written by Colm Flavin
Updated over a week ago