FAQs about online investing

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Contributions

There are 3 ways you can contribute money to your account:

  1. Process a “Bill Pay” from your banking institution
    • To set this up online, go to your bank’s online payments facility and add a new payee:
      • Payee: Fidelity Clearing Canada
      • Account: Your 8-digit Fidelity Account Number (i.e. F3B99999)
    • A Bill Pay usually takes about 2 business days to complete.

     

  2. Set up a pre-authorized contribution from your bank account to your investment account
    • You can set up a 1-time contribution or on-going contributions at regular intervals.
    • You can set up a pre-authorized contributions directly on your dashboard.
    • Invisor will send you the confirmation to sign and arrange the set up the pre-authorized contributions from your bank account.

     

  3. Transfer funds in from an existing investment account at another financial institution
    • You can set up a transfer directly on your dashboard.
    • Invisor will send you the confirmation to sign and arrange the transfer of funds from your other investment account.
    • This process typically takes 2-3 weeks to complete.
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