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  1. OneVest
  2. About

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?
See all 9 articles

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?
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