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  1. OneVest
  2. About

About

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?

Getting Started

  • How do I upload documents manually?
  • What happens to my OneVest accounts if I permanently or temporarily live outside of Canada?
  • Can I request that my documents be notarized by OneVest?
  • How can I add a new bank account?
  • What should I expect when I make my first investment?
  • How do I access my account statements?
See all 9 articles

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 PEPs and HIOs
  • How does ID verification work?
  • What information do I need to sign up?
See all 9 articles

Beneficiaries

  • What are beneficiaries and why should I consider adding them?
  • How do I add a beneficiary to my account?
  • Where can I see my beneficiaries?
  • How can I update my beneficiary's information?
  • How can I delete a beneficiary on my account?
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