Yes - you will receive a minimum of two (2) annual statement fee schedules from OneVest following the end of each calendar year.
- One for all administrative charges processed by our custodian, CI, on each account you hold,
- 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.