General Questions

How do I withdraw from my RRSP under the Home Buyers' Plan (HBP)?

Withdraw RRSP funds under the Home Buyers' Plan

Written by Colm Flavin
Updated over a week ago

What are the Buy and Sell transactions in my activity feed?

Written by Navid Boostani
Updated over a week ago

How do I add a new bank account ?

Adding a bank account

Written by Colm Flavin
Updated over a week ago

How do I change my risk level?

Risk level changes

Written by Isaac Schweigert
Updated over a week ago

How long will it take for my transfer to complete?

Length of time for account transfer, deposits and withdrawals

Written by Colm Flavin
Updated over a week ago

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 over a week ago

How do I change my email address?

Changing your email

Written by Colm Flavin
Updated over a week ago

Where do I find my RRSP Contribution and tax receipts

RRSP Contribution and tax receipts

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 do I stop receiving paper statements in the mail?

Paperless statements

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 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