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  1. OneVest
  2. Investing with OneVest

Investing with OneVest

Overview

  • Who manages the OneVest portfolios?
  • Why do I need to complete sign-up before speaking with a Portfolio Manager?
  • Are my dividends reinvested automatically?
  • What asset classes is my portfolio invested in?
  • What topics can I discuss with a Portfolio Manager?
  • Are my investments insured?
See all 19 articles

Accounts & Goals

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

Portfolio Asset Classes and Performance

  • Alternative Alpha Portfolio
  • Climate Impact Portfolio
  • Core Portfolio
  • Disruption & Innovation Portfolio
  • Halal Portfolio

Transfer Requests

  • Can I cancel or reverse a deposit?
  • What happens if my deposit fails?
  • How do I transfer my account to OneVest?
  • How do I make a deposit?
  • What happens when I move money from non-registered to registered accounts?
  • What do I need to know about withdrawing from my RRSP?

Profile Updates

  • How do I increase my risk level?
  • How do I make changes to my portfolio?
  • Annual Profile Information Update
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