Features ModernAdvisor
Whether you are saving for a rainy day, building your retirement nest egg, or saving for your child’s education ModernAdvisor can build and manage a diversified portfolio to help you reach your goals.
ModernAdvisor costs only a fraction of traditional investment options and is available in all Canadian provinces as well as the Northwest Territories.With ModernAdvisor’s app you can:- Track your portfolio’s performance anytime, anywhere- Make changes to your investment plan- Contact and chat with our advisors- Transfer funds between your bank and ModernAdvisor- View your portfolio holdings and transactionsAccount SecurityModernAdvisor is registered with provincial securities commissions in all Canadian provinces as well as the Northwest Territories.
Securities in your account are covered under the Canadian Investor Protection Fund up to $1,000,000 through our brokerage partner, Credential Securities Inc.
See www.cipf.ca for more details.
Learning Tools
Enhance your learning experience with interactive features.
Financial Tools
Manage your finances and track your expenses easily.
Parenting Tools
Track and manage your child's development and daily activities.
See the ModernAdvisor in Action
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Available for Android 8.0 and above