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General Questions
General Questions
22 articles in this collection
Written by
Colm Flavin
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
How do I change my email address
Written by
Colm Flavin
Updated over a week ago
How should I choose between a TFSA, RRSP, or a taxable account?
Account types
Written by
Colm Flavin
Updated over a week ago
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 BBS Securities?
Credential or BBS
Written by
Colm Flavin
Updated over a week ago
How is ModernAdvisor regulated?
Regulation
Written by
Colm Flavin
Updated over a week ago
Why are Credential and BBS 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