Neo Financial

Invest

Transferring your registered account into Neo Invest™ is a good opportunity to access professionally managed portfolios that are customize...

Transfer your TFSA or RRSP to Neo Invest

After you apply for your Neo Invest account, you’ll be able to set financial goals.
These goals can be anything you want: a new car, a dow...

Add investment goals for my Neo Invest account

When you apply for a new Neo product, we’re required to collect some personal information for regulatory and fraud prevention purposes.Neo...

How Neo collects and uses personal information

A Tax-Free Savings Account (TFSA) is a savings account that helps you grow money. Contributions to TFSAs and any earnings are generally ta...

TFSA for the Neo Invest account

An RRSP (registered retirement savings plan) is an investment account designed to help you save for retirement. An RRSP is a tax-preferred...

What is an RRSP?

OneVest is an investment platform for wealth management and the promotion of financial growth. 
We’ve partnered with the team at OneVest t...

Who is OneVest?

Find your account details, update your information, and set up your investment goals.

Account management

Use your Neo Everyday account or an external bank account to add funds to your Neo Invest account. If you’re adding funds for the first ti...

Add funds to Neo Invest account

You can set up recurring deposits for your Neo Invest account on the Neo app or website.Why get Auto-InvestGrow your wealth with Auto-Inve...

Enable or disable Auto-Invest

You can withdraw your invested funds from Neo Invest by selecting your investment goal and choosing ‌Withdraw.Withdraw funds from your inv...

Withdraw funds from Neo Invest

Discretionary portfolio management is the authority given to a portfolio manager to make investment decisions on your behalf. Discretionar...

What is discretionary portfolio management?

Within Canada, income is subject to taxes and is withheld from the payer instead of the recipient.
Your employer is the payer, and you are...

What is a non-resident withholding tax?

Choose an investment portfolio and transfer money to or from your investment account.

Manage your investments

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