ModernAdvisor

How do I set up a joint RESP account with both parents' name?

Can spouses household their account profiles so that they can see each others' accounts when online? How can individuals see joint accounts?

Householding Client Profiles & Viewing Joint Accounts

Setting up or cancelling one-time or recurring EFT (PAC) for your clients

How do I set up and cancel EFT's?

You may hear from a client looking to update their beneficiary.  Here's how you can assist.

How do I help a client update their beneficiary?

Upload client document

Is there a minimum account size with ModernAdvisor?

How does rebalancing work?

How is your management fee calculated?

When will the new Tax-Free First Home Savings Account (FHSA) be available?

Does ModernAdvisor have sample language that can be used to confirm client consent to share information with ModernAdvisor?

Confirming client consent to share information

Service Fees charged to client accounts and payable to you are subject to GST or HST based on the client’s province of residence.

Am I required to submit GST/HST as a referral partner?

As a regulated financial institution, ModernAdvisor is required by Canadian law (FINTRAC) to verify the identity of every client. We aim to make this process as seamless as possible using…

What is Identity Verification, and how does it work?

How do I set up 2FA? How can multiple advisors use it? How to secure your account.

Two Factor Authentication (2FA)

How do I change my risk level?

Custodian. Aviso. CI Investment Services Inc.

Who Are Aviso and CI Investment Services and Why Are They Needed?

How do I know if my account is held at Aviso or CI Investment Services?

Here are the tax document timelines for you accounts managed by ModernAdvisor. Timelines depend on whether your account is held at CI Investment Services or Aviso Financial.

When Can I Expect to Receive my Tax Slips?

Investment management fees for various ModernAdvisor portfolios and services

Understanding ModernAdvisor's Portfolio Management Fees

Close my Account

FutureVault

What to do if a client passes away. Estate handling.

Death of a Client - Procedure

General Questions

Historical Performance

Portfolio Fact Sheets

Find answers and get help from Intercom Support and Community Experts

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