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Invest

Setting up your investments

  • How do I set goals for my Neo Invest account?
  • Who is OneVest?
  • How old do I have to be to open a Neo Invest account?
  • What information do I need when I apply for Neo Invest?
  • Why do you need my personal information?
  • How do I apply for Neo Invest—powered by OneVest?

Managing your investments

  • Find your Neo Invest™️ tax slips
  • Annual investing information update
  • What is an RRSP?
  • Why are portfolio managers allowed to make investment choices for me?
  • What is discretionary portfolio management?
  • What is a non-resident withholding tax?

Transfers

  • Transfer your TFSA or RRSP to Neo Invest
  • Depositing into your Neo Invest account
  • How do I withdraw from my Neo Invest account?
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