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Support Home General Questions 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 (National Bank Independent Network, BBS Securities 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? When we develop our investment portfolios, we employ a consistent, time-tested ap 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? Do you use Mint to manage your budget? You can easily link your WealthBar account 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 Cost? Original Cost (shown on your Holdings Report) means the total amount paid to purc 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 What is the Common Reporting Standard (CRS)? About the Common Reporting Standard ( CRS) source: Canada Revenue Agency (CRA) When will I receive my tax slips and other tax documents? This is a guideline for when you can expect different types of tax documents to b What is total percentage return? This represents gains and losses of an investment over a specified period of time Understanding your Dashboard Your Dashboard reports tells you how your account has performed. It can help you WealthBar and CI Financial Why did WealthBar join the CI Financial group? Joining forces with a strong inde What types of tax slips will I get? You can refer to the information below to determine if you can expect a tax slip How do I transfer my investments out of WealthBar? You can initiate a request to transfer your investments out of WealthBar through How do I name a beneficiary to my WealthBar accounts? To name or designate a beneficiary to a registered account opened at WealthBar, s