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Transfer In

If you currently hold mutual funds or ETFs that are part of Invisor’s recommended portfolio, you will be able to transfer those assets to your new Invisor account that will be held at Credential Securities Inc. All other mutual funds, exchange traded funds, bonds and/or equity holdings will need to be sold in order to transfer the value of those assets to your new Invisor account.

For your convenience, Invisor will manage the entire transfer-in process on your behalf, working with your financial institution. You may provide us with the transfer-in instructions as part of the online account opening experience or during your call with an Advising Representative at Invisor.

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