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General Questions
33 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?
How do I withdraw from my RRSP under 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?
How do I claim the gains on my trial account?
What does “responsible investing” mean?
How do I change my email address?
Where do I find my RRSP Contribution and tax receipts
How should I choose between a TFSA, RRSP, or a taxable account?
How do I stop receiving paper statements in the mail?
How much of my portfolio is eligible for responsible investing?
What is ESG investing?
What is security selection, asset class, and asset allocation?
Why does the % shown for each investment change when the Risk Level changes?
What are ETFs?
What is ModernAdvisor’s investment strategy?
What type of investment accounts can I open with ModernAdvisor?
Is there a minimum account size with ModernAdvisor?
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 Credential or CI Investment Services?
How is ModernAdvisor regulated?
Where is my money held?
Why are Credential and CI Investment Services needed?
Why should I choose ModernAdvisor instead of managing my investments myself?
Householding Client Profiles / Viewing Joint Accounts
What is ModernAdvisor?