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  1. OneVest
  2. Investing with OneVest

Investing with OneVest

Overview

  • Do you have risk-free options available?
  • What is the difference between goals, portfolios, accounts, and sub-accounts?
  • How does OneVest calculate performance?
  • Who manages the OneVest portfolios?
  • Why do I need to complete sign-up before speaking with a Portfolio Manager?
  • Are my dividends reinvested automatically?
See all 22 articles

Accounts & Goals

  • How do I close a goal?
  • How can I delete my account?
  • How do I close an account?

OneVest Model Portfolios

  • OneVest CAD High Interest Savings Portfolio
  • OneVest Climate Impact Portfolio
  • OneVest Core Portfolio
  • OneVest Disruption & Innovation Portfolio
  • OneVest Halal Portfolio

OneVest Funds

  • OneVest Halal Equity Fund

Transfer Requests

  • Can I manually link a bank account?
  • How do I transfer out my OneVest account?
  • How can I make a large deposit?
  • How can I receive a fee refund for transferring in my account?
  • Can I cancel or reverse a deposit?
  • What happens if my deposit fails?
See all 10 articles

Profile Updates

  • How can I manage the estate of a deceased OneVest client?
  • How do I increase my risk level?
  • How do I make changes to my portfolio?
  • Annual Profile Information Update
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