Continuous portfolio monitoring
adviceDirect will constantly monitor your portfolio by analyzing your risk, rating, asset allocation and diversification. If your portfolio strays from your investor profile, you'll be provided with recommendations on how to get it back on track.
To validate your investment choices, you will be provided with quantitative analysis and unbiased advice based on your investor profile.
Look before you trade
See how a buy or sell decision will impact your portfolio by previewing a trade before it is done. Use this tool when trading equities, foreign exchange, mutual funds and fixed income products.
Always know what is happening within your portfolio with proactive email notifications including portfolio alerts, MyLinkTM and custom Watch Lists.
Connect with an adviceDirect Representative or open an account
Get started today
Sign up for adviceDirect now by completing our 10-step secure application
Open an account