Neo Financial

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?

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