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
- SOC2 Type 2 Certification
- What does discretionary portfolio management mean?
