We understand you may wonder why you need to share your SIN number, but to open a registered account, such as a TFSA or RRSP, it must be registered with the CRA, which requires your SIN. Additionally, for non-registered accounts, we need to verify your identity to comply with the Financial Transactions and Reports Analysis Centre of Canada’s (FINTRAC) identity verification guidelines. Please note that requesting this information is necessary for OneVest to complete your onboarding process.
Rest assured, OneVest utilizes advanced encryption technology to safeguard your personal information. This means that any sensitive data you provide is securely encoded, ensuring that it remains private and protected during transmission and storage. Our commitment to robust security measures ensures your information is safe from unauthorized access or breaches.
For any inquiries related to account opening or the verification process, please reach out directly to OneVest. Manzil Invest can assist with general inquiries or information, but all actions related to account opening, transfers, or money movement must be handled by OneVest, as they are responsible for these regulated activities.
Disclaimers:
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.