Portfolio advice


adviceDirect continuously reviews your holdings to ensure they match your investor profile. You'll be notified right away of any areas that need attention, with recommendations on how to adjust your portfolio and get back on track.

Portfolio video

Our process


Using a simple three-step approach, adviceDirect reviews your portfolio, helps you create a plan, and provides the guidance you need to make your trades.

 

adviceDirect provides direction and helps you maintain the right mix of equities and fixed income for your investor profile.



How we guide you




Look before you trade


Quickly see how your selections could impact your portfolio before you buy or sell with the Trade Now tool.


This feature allows you to trade equities, foreign exchange, mutual funds and fixed income products from anywhere within the site.

 

Before you make a trade, you'll be provided with:

 

  • Individual ratings for available equities and mutual funds you have selected.
  • The impact the transaction could have on your asset allocation, overall portfolio risk and diversification.
  • Potential investment alternatives based on your investor profile for equities or mutual funds.
Portfolio video


Alerts


Portfolio alerts

 

adviceDirect will send you proactive notifications (either by email or a secure MyLinkTM inbox) alerting you to any issues in your portfolio and what action you should take to bring it back in line with your investor profile.


Email notifications

 

  • Alerts advising you that there is an issue with your portfolio's asset allocation, diversification or risk.
  • Rating change of an equity or mutual fund in your portfolio.
  • Corporate actions that need your attention.
  • Non-qualified securities in your registered account.
  • Market, stock and news alerts.
  • Alert that your eStatement is ready to be viewed.

MyLink notifications

 

  • Corporate actions that need your attention.
  • Rating change of an equity or mutual fund in your portfolio.
  • Non-qualified securities in your registered account.
  • Alert that your eStatement is ready to be viewed.

Watch List

 

Interested in following specific stocks before you invest? The Watch List tool lets you set up five separate lists of stocks so you can monitor their daily price and performance.

Order Fill Notifications

 

Stay on top of your trade activity with Order Fill Notifications, an email that will alert you each time an equity order has been filled.


Connect with an adviceDirect Representative or open an account

 

 

Get started today

 

Sign up for adviceDirect now by completing our 10-step secure application

 

 

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