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General Questions Support Home General Questions What is a "Robo-Advisor"? Robo-advisor is a term that is often used to describe online financial institutio… What is WealthBar? WealthBar is an online financial advisor. We offer financial advice, financial pl… Is WealthBar affiliated with any banks or ETF providers? No, WealthBar is a completely independent financial advisor, working only on our … Do you offer corporate/business investment accounts? Yes! We can open accounts for incorporated businesses, as well as other structure… Will I have to pay a fee if I move my investments to WealthBar? While most other institutions do charge a transfer fee, WealthBar will gladly ref… Is my money protected? All of WealthBar's custodians are members of Canadian Investor Protection Fund, w… How do I know I can trust WealthBar? WealthBar is a registered Portfolio Manager across Canada and regulated by the se… Does WealthBar have access to my funds? No. WealthBar acts only in an advisory capacity and does not have direct access t… How will WealthBar invest my money? We invest using ETFs from well known providers such as Vanguard, iShares, Horizon… How do you choose which investments are right for me? A diversified portfolio comprised of 8-10 individual ETFs will be recommended for… Will I know which ETFs my funds are invested in, or just the asset allocation? We show you both the asset allocation and specific ETFs we use for your portfolio… Will you invest in US listed ETFs, or just Canadian listed ETFs? Our ETF portfolios are primarily invested in Canadian listed ETFs, though we do s… Can I change my investor style/investment portfolio once my funds are invested? At WealthBar we work with you to determine the most appropriate investor style an… How frequently are accounts rebalanced? Do I need to rebalance the account myself? Rebalancing is automatic. Accounts are continuously monitored and rebalanced if t… How liquid are my investments at WealthBar? All WealthBar investments are liquid, and in most cases funds can be in your Cana… What happens if I change my mind? Investments at WealthBar are not locked in or subject to any sales fees or commis… I'm not a Canadian citizen or resident. Can I invest with WealthBar? Unfortunately, that’s not possible. Only Canadian residents or Canadian citizens … Does WealthBar have an Institution Code and Transit number? WealthBar does not have an Institution Code and Transit number as we are not a de… Does WealthBar have a mobile app? Yes, WealthBar has an app for Apple and Android mobile devices. You can find the … What is involved in my free financial planning session? WealthBar's financial planning tools will give you a detailed overview of your cu… How do I add my WealthBar account to Mint? Mint doesn't currently support for WealthBar accounts. We are in the process of i… What is an ETF? An ETF, or Exchange Traded Fund, is an investment instrument that is traded on an… What if I have other questions? Just ask! It's easy to ask us questions. You can message your advisor directly fr… How is my rate of return calculated? The rate of return on your dashboard is a Money-Weighted Rate of Return, calculat… What is Original Value? Original Value (shown on your Holdings Report) means the total amount paid to pur… Who is Credential Securities Inc.? Credential Securities Inc. is one of WealthBar's custodians, which means they are… Who is BBS Securities Inc. (Virtual Brokers)? BBS Securities Inc. is one of WealthBar's custodians, which means they are one of…