So glad you asked! Opening an account is really easy and can be done in a few short steps:
- First, complete the online application. Ask your employer for your unique sign up link. Follow your company's sign up link, click “Get Started” and follow the prompts. You'll give us some basic information, answer a few questions about your previous investment experience and e-sign one or more Investment Management Agreements.
- Bank verification: Verify and connect a bank account by securely authenticating your online banking. If you prefer, banking can always be verified manually by uploading a bank statement, screenshot of your bank account or void cheque.
- Suitability call: Depending on your risk requirements, regulations require that you have what's called a “suitability call” with one of our Portfolio Managers. It's a short conversation about you, your investment goals and your previous investing experience to make sure we're doing what's best for you.
- That's it! Your account should be up and running in less than 5 business days.
If you get stuck and need a little help, please give our Relationship Management team a call at 1-855-866-8844 or create a request.