Depositing Funds into Your OneVest Account
When depositing funds into your account, you can specify the amount and the account from which the transaction will take place. The process is straightforward and secure.
Depositing Funds
If you are depositing funds via a bank account, the transaction will appear under the name of OneVest’s custodian institution, CI INVESTMENT SERVICES.
In some cases, you may notice the transaction labeled as BBS SECURITIES. This is the previous operating name of OneVest’s custodian institution, and it may take some time for your bank to update the transaction name. Rest assured, your deposit is still being processed through the correct custodian.
If you are interested in transferring your funds from an existing account, please refer to the following help centre article for more details: Transferring your account to OneVest.
Frequency of Transactions
OneVest offers flexibility in how you deposit funds. You can make a one-time deposit or set up recurring, scheduled deposits to help you save and invest regularly.
The available options within the OneVest Invest platform include:
- One-time Deposit: You can choose to make a deposit just once.
-
Recurring Deposits: Set up deposits to occur on a regular basis, including:
- Weekly
- Bi-weekly
- Monthly
Scheduling Your Deposit
You can choose when you would like your deposit to occur, with the following options available:
- Now: Make an immediate deposit.
- Future Date: Select a future date to complete your one-time deposit or to begin your recurring deposits.
How to initiate a deposit through a bank transfer
- From the Home Screen or your Goals, click on Invest
- Choose already added bank account or add a new bank account by clicking + Add bank account
- Select which Goal and Portfolio you would like to deposit funds into
- Enter the amount you'd like to contribute
- Choose the frequency of your investment (see above section on Frequency of Transactions)
- Choose when you would like this deposit would go through (see above section on Frequency of Transactions)
- Click Confirm
Disclaimer:
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 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.
