Will I receive fee statements?

Yes - you will receive a minimum of two (2) annual statement fee schedules from OneVest following the end of each calendar year.

1. One for all administrative charges processed by our custodian, CI, on each account you hold,
2. One for all management fees charged by OneVest, across all your accounts.

These statements will be provided to you within 60 days of calendar year-end. You will be able to access them alongside tax slips and other statements electronically through the Statements section of the app.