Intelligent Investing

Managed investing and account documentation

Managed

How We Protect Your Information

How We Use Your Financial Data

How Long We Keep Your Information

Privacy Policy

Terms of Service

Security, privacy and legal information

Investing

How do you determine my investment strategy?

What kind of investment portfolios do you offer?

What ETFs do we invest in?

Can I lose money when investing?

Is my money CIPF insured?

How can I monitor the performance of my investments?

Investing with IntelligentInvesting

What kind of investment account should I open?

What is the difference between registered and non-registered investment accounts?

Transfer a Non-Registered Account to a TFSA or RRSP

I already have a TFSA or RRSP. Can I transfer it to IntelligentInvesting?

Why do we need your SIN to open a TFSA or RRSP?

Investment account options

What tax documents will you receive?

What taxes do you pay on a TFSA?

What taxes do I pay on a non-registered investment account?

What taxes do I pay on an RRSP?

Tax information

Your IntelligentInvesting account

How to Sign Up for Intelligent Investing

Can I Open Multiple Investment Accounts?

Can I Close an Investment Account?

Why do we need to verify your identity?

Why do we need your photo ID?

Creating an account

Why do I need to connect my bank account?

How to update your funding source

Connecting a bank

When are contributions transferred from my bank account?

Should you monitor your transfers?

How can you skip your next transfer?

Why did my transfer fail?

Why hasn’t the transfer been taken from my bank account yet?

Transferring money to your account

How can I withdraw my money?

I requested a withdrawal. When and where will I receive my money?

Can I Withdraw Money From My RRSP?

Withdrawing your money

Account Tab Overview

Navigating the app

If you're looking for support, here's how you can reach us.

How can you reach Customer Success?

How can you change or reset your password?

How can I edit my information?

How do I close my account?

Getting help

How Does the Wealth Calculator Work?

Features

Find answers and get help from Intercom Support and Community Experts

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