Get Started with OneVest
- What information do I need to sign up?
- Creating a Manzil Invest Account
- How to Setup a new Goal on your OneVest profile
- How do I transfer my account?
- What types of accounts can I open with OneVest?
- How does ID verification work?
Investment Strategy and Portfolio Management
- Zakat on Assets in the OneVest Halal Portfolio
- OneVest Halal Equity Fund: Ethical Screening
- OneVest Halal Portfolio Asset Class Holdings
- Who manages the Halal Portfolios?
- What is OneVest's investment strategy?
- Can I have different risk profiles based on different objectives?
RRSP
- What is a Registered Retirement Savings Plan (RRSP)?
- What do I need to know to contribute to my RRSP?
- What do I need to know about withdrawing from my RRSP?
- RRSP Withdrawal Form for Home Buyers Plan
- Can I contribute to my RRSP account using cheques?
- How can my employer contribute to my personal RRSP?
TFSA
RESP
Cash Account
Profile Information
- How to see which Assets are being held in my OneVest Halal Portfolio
- Why is my SIN number required to open an account?
- How do I access my documents (statements, tax documents, agreements)?
- What is a Power of Attorney (POA)?
- How do I add a beneficiary to my OneVest account?
- How do I close a Goal?
Deposits, Withdrawals, and other Transactions
- How to transfer between OneVest accounts
- How to deposit funds: Reoccurring and One-Time deposits
- What are the processing times for deposits and withdrawals?
- How to cancel scheduled, reoccurring, and auto deposits on your OneVest account?
- How to Withdraw funds from your OneVest account
- Can I cancel or reverse a deposit?
Policies & Documents
- What tax slips might I receive and when can I expect them?
- What is a Custodian Institution?
- Is my money insured? What would happen to my account if Manzil and/or OneVest went out of business?
- Can I use the OneVest Invest platform to invest in individual stocks?
- Fee Schedule for Manzil Invest
- CI Investment Services Administrative Charges for OneVest
