You can transfer funds between your OneVest accounts and investment goals within the OneVest platform. To complete a transfer, please follow these steps:
- Log in to your Manzil account at manzil.io.
- Under the Invest product tab, click on Go To Account to go to your OneVest Account.
- On your OneVest homepage, click Deposit.
- For the question: What type of deposit would you like to make? Choose an Existing Portfolio.
- Fill in the details in regards to your transfer.
- Click Continue.
- Review the details of the deposit. Once you have, click Create Deposit.
Disclaimers:
OneVest is responsible for all registerable activities related to investment accounts, including account opening, transfers, and money movement. If you have any questions or require assistance with these activities, please contact OneVest support directly.
Transferring funds between accounts or goals on OneVest does not guarantee any specific outcomes. Please ensure that you are fully aware of any associated risks before initiating a transfer.
Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc (“OneVest”). 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 Management Inc. 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.
