About

Getting Started

• What should I expect when I make my first investment?
• How do I access my account statements?
• What does ADJUSTMENT mean in my transaction history?
• How do I change my portfolio theme?
• How does passwordless login work?

Fees & Processing Times

• What are the processing times for deposits and withdrawals?
• OneVest Fee Schedule
• CI Investment Services Administrative Charges

Setting Up My Profile

• What is a Power of Attorney?
• What ID can I use when creating my account?
• Information for Officers or Owners of Public Companies
• Information for Politically-Exposed Persons (PEP)
• How does ID verification work?
• What information do I need to sign up?

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What is OneVest?

• How is OneVest different from other experiences?
• SOC2 Type 2 Certification
• What is OneVest's investment strategy?
• What types of accounts can I open with OneVest?