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.