General Questions
37 articles
What is an RDSP?
When will the new Tax-Free First Home Savings Account (FHSA) be available?
What are the Buy and Sell transactions in my activity feed?
RRSP Withdrawals for the Home Buyers' Plan (HBP)
How do I add a new bank account ?
How do I change my risk level?
How long will it take for my transfer to complete?
How are Socially Responsible Portfolios different from ModernAdvisor's Core portfolios?
What does “responsible investing” mean?
How do I change my email address?
Where do I find my RRSP Contribution and tax receipts
How do I stop receiving paper statements in the mail?
How much of my portfolio is eligible for responsible investing?
Socially Responsible Investing (SRI)
What is security selection, asset class, and asset allocation?
Why does the % shown for each investment change when the Risk Level changes?
What is an ETF?
What is ModernAdvisor’s investment strategy?
What type of investment accounts can I open with ModernAdvisor?
Is there a minimum account size with ModernAdvisor?
TFSA Contribution Rules and Limits
How much can I deposit in my RRSP?
How does rebalancing work?
What would happen if ModernAdvisor ceased doing business?
After I deposit funds in my account, how long does it take for you to invest them?
How do I know if my account is held at Aviso or CI Investment Services?
How is ModernAdvisor regulated?
Who Are Aviso and CI Investment Services and Why Are They Needed?
Why should I choose ModernAdvisor instead of managing my investments myself?
Householding Client Profiles & Viewing Joint Accounts
What is ModernAdvisor?
How do I determine my investment time horizon?
When Can I Expect to Receive my Tax Slips?
Can’t log in because you lost access to your phone for 2FA?
Why does the rate of return on my dashboard not what I expected?
Sign-In & Account Access
Close my Account