General Questions

Navid Boostani avatar Colm Flavin avatar
24 articles in this collection
Written by Navid Boostani and Colm Flavin

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
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Written by Colm Flavin
Updated over a week ago

What does “responsible investing” mean?

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

How do I change my email address

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Written by Colm Flavin
Updated over a week ago

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

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

What is asset allocation?

Asset Allocation
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Written by Colm Flavin
Updated over a week ago

What is an asset class?

Asset Class
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Written by Colm Flavin
Updated over a week ago

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

Risk Levels
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Written by Colm Flavin
Updated over a week ago

What are ETFs?

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

What is ModernAdvisor’s investment strategy?

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

How does rebalancing work?

Rebalancing
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Written by Colm Flavin
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 CI Investment Services?

Credential or CI Investment Services?
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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

Where is my money held?

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Written by Colm Flavin
Updated over a week ago

Why are Credential and CI Investment Services needed?

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Written by Colm Flavin
Updated over a week ago

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

Choosing ModernAdvisor
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Written by Colm Flavin
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