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Support Home General Questions General Questions COVID-19 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 What types of accounts can I open at WealthBar? WealthBar offers many account types to meet your financial needs. This article is Is WealthBar Affiliated with any banks or ETF Providers? Our investment decisions and choice of ETFs/mutual funds does not favour any part Do you offer corporate/business investment accounts? We can open accounts for incorporated businesses, as well as other structures suc 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 in good standing to trade are continuously mon How liquid are my investments at WealthBar? All WealthBar investments are liquid, and in most cases funds can be in your Cana 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 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 Qtrade Securities Inc. (Credential) is one of WealthBar's custodians, 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 guideline outlines when you can expect various tax documents to be available 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 Last year, WealthBar joined CI Financial, teaming up with one of Canada’s largest What types of tax slips will I get? Please refer to the information below to determine which tax slip(s) you can expe How do I name a beneficiary to my WealthBar accounts? They say only two things in life are certain: death and taxes. And of course, mos Client Relationship Disclosure Information We believe that successful long-term relationships rest on a foundation where bot Changes to the Relationship Disclosure Information How has the Relationship Disclosure document c hanged? We’ve recently updated
