How to Sign Up for Intelligent Investing
Step 1: Download the App
Download the Intelligent Investing app from the App Store or Google Play.
If someone referred you, open their referral link before downloading the app so the referral is applied correctly.
Step 2: Create Your Account
Follow the in-app steps to set up your account. During signup, we’ll ask about your:
Financial situation
Risk tolerance
Investment goals
These questions are required to meet Know-Your-Client (KYC) regulations and to ensure your portfolio is appropriate for you.
Step 3: Review Your Investment Account
Once signup is complete, a default investment account will be created for you. You can:
Review or customize this account
Open additional accounts (RRSP, TFSA, or non-registered)
If you’re unsure which account type is right for you, the app includes explanations to help you decide before opening another account.
Need Help?
Contact us at support@intelligentinvesting.ai or open Help in the app.