FAQs about online investing

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How can I contribute money to my account?

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

 

1.  Set up a contribution from your bank account to your investment account.  Just log into your Invisor account and click "Move my money" on the left navigation menu of your dashboard. 

  • 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.
  • Setting up a PAC usually takes about 2 business days to complete.

For more details on setting up a contribution from your dashboard, click here.

 

2.   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 1-2 business days to complete.

 

 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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