When you have completed the OneVest onboarding process and made your first deposit, you should expect to wait approximately 7 business days before seeing that your funds have been invested. During this time, your funds are processed, held, and invested.
After this period, you should expect to see your holdings invested in line with your target holdings.
We invite you to first reach out to our support team - who may be able to help you answer your questions in regards to onboarding and your account. They will be able to help route any of your investment related questions to one of the registered Portfolio Managers at OneVest. The Canadian Securities Administrators (CSA) requires any discussion related to personal advice or financial guidance to be held between you and a registered portfolio manager.
Disclaimers:
*Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc. OneVest offers wealth management products and services to Manzil customers. OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). OneVest is a wholly-owned subsidiary of OneVest Technologies Inc. All trademarks are the property of their respective owners. OneVest will determine what investments are suitable for you.
** Your capital is at risk with any type of investment. The value of your portfolio can increase or decrease. Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur.
