Can I get investing guidance if I invest online?

Yes. You can visit a branch to discuss your investing goals or discuss a financial plan with an in-branch investment professional. You can contact a platform-specific support member virtually or visit a branch to speak more broadly about your online investing options.

How much does it cost to invest online?

Each platform has its own pricing structure. Below is a breakdown. For Self-Directed: $9.95 per trade. For adviceDirect: 0.75%: For all assets between $10,000 and $500,000. $3,750 maximum fee: When you invest $500,000+. The more assets you have, the lower your average fee. For SmartFolio: First $100,000, annual fee of 0.70%, Next $150,000, annual fee of 0.60%, Next $250,000, annual fee of 0.50%, Above $500,000, annual fee of 0.40%.

Do I have to visit a branch to open an account?

No, you can open an account online.

Do I have enough saved to invest online?

Yes! We have direct investing options for every investor, regardless of portfolio size. There’s no minimum balance for opening a Self-Directed account.* Opening a SmartFolio account will require a minimum of $1,000, while opening an adviceDirect account will require a minimum of $10,000.

Can I transfer my individual accounts from another institution?

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 direct investing account with either Self-Directed, adviceDirect or SmartFolio. Step 2: For Self-Directed and adviceDirect account, log in to your account and click on 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.

Direct Investing: Invest & Trade Online

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