The Account tab is where you manage your personal details, linked bank accounts, documents, and app settings.
Linked Account
Shows the financial institution connected to your Intelligent Investing account. From here, you can view or update the bank account used for deposits and withdrawals.
Activity
Displays your account activity, including deposits, withdrawals, and other transactions.
Documents
Provides access to important account documents, including:
Monthly account statements
Annual statements
Investment Policy
Program Agreement
TFSA and RRSP agreements
Tax documents (available during tax season)
Investor Profile
Includes the information you shared about your financial situation, investing knowledge, and comfort with market ups and downs (such as employment status, income range, and typical reactions to market declines).
This information is used to assess your volatility tolerance and determine an appropriate Intelligent Investing portfolio.
Your Investor Profile is separate from your Investment Policy and can be reviewed or updated at any time.
Personal Information
View and update personal details such as your address and employment information. You can also request account deletion from this section.
App Settings
Manage app preferences, including biometric login options (such as Face ID).
Path: Account → App Settings
Help & Log Out
Access support resources or log out of the app.