Question 1

Who is Self-Directed for?

Accepted Answer

Whether you’re a beginner or an experienced investor, Self-Directed gives you the control to manage your own investments. If you’re an active trader, you might want to consider the 5 Star Program.

Question 2

Are there account fees associated with Self-Directed?

Accepted Answer

Each trade of stocks and ETFs you make online with Self-Directed comes with a flat fee of $9.95. Trading options comes with an additional fee of $1.25 per contract, plus the flat-fee.  Additional fees for trading mutual funds, bonds, GICs, gold and silver can be found in the commission & fee schedule PDF. Self-Directed comes with no account fees for registered accounts. There are also no account fees for non-registered accounts with a balance of over $15,000.

Question 3

What is the minimum amount I need to open a Self-Directed account?

Accepted Answer

There is no minimum balance to open a Self-Directed account, just collect the required documents and you can start your application today.

Question 4

How can I open a Self-Directed account?

Accepted Answer

Opening an account is simple–you can complete an online application here, open an account in a branch, or over the phone. Don’t forget to get your documents in order before you start.

Question 5

Can I transfer my individual accounts from another institution?

Accepted Answer

Of course. Just follow the three step process below to transfer an individual account from another institution to InvestorLine Self-Directed or adviceDirect.       Step 1: Open an online investing account with either Self-Directed, adviceDirect or SmartFolio.       Step 2: For Self-Directed and adviceDirect account, log in to your account and select Account Services, Move Money, then the Transfer Accounts tab. For SmartFolio accounts, log in to your account and access the Add Funds section.       Step 3: Follow the prompts and instructions to complete your account transfer.

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