Digital Wealth
Management That
Puts You First
Canada’s Lowest Portfolio Management Fees
For Individual Investors
Nest Wealth Direct offers sophisticated wealth management that lets
you minimize costs so you keep more of your money.
Solution Offered For Individual Investors:
Understanding Nest Wealth Direct
Frequently Asked Questions
Nest Wealth supports almost all types of investment accounts including individual, joint, corporate, and trust accounts with the exception of Registered Disabilities Savings Plans (RDSPs).
Our custodian can typically open an account within 24-48 hours. Once an account is open, you can submit funding requests from your bank account or transfer an existing account from another institution.
This largely depends on where the investment account is held currently and whether or not the current institution is a member of the ATON network or not. Here are the general timeframes for the different types of transfers:
- Electronic: 2-4 weeks
- Non-Electronic: 4-6 weeks
We will work with you to determine what the best asset allocation mix is for you based on our existing ETF lineup. Other securities cannot be added or removed from these models but we can modify your cash target based on your short-term liquidity needs.
Keeping your money safe is extremely important to us, and we do this in two ways:
- We use third-party custodians. Your assets are held in an account in your name at NBIN Inc or Fidelity Clearing Canada (FCC). Nest Wealth only has the right to issue trading instructions against your account. We can’t access money in your account other than to receive our monthly advisory fee. In the unlikely event that Nest Wealth becomes insolvent, your assets will not be impacted and will remain unaffected in your account at the custodian.
- Nest Wealth is a registered Portfolio Manager in Canada. Securities in your account may be protected up to $1,000,000 CDN through one of our custodians should they go insolvent. See www.cipf.ca for more details.
A Portfolio Manager will reach out to you before we proceed to invest the funds. Before investing the money you’ve deposited, we want to make sure you are comfortable with the answers you have given in the risk questionnaire and also with the proposed asset allocation mix.
Simply log into your Nest Wealth profile and in the ‘Accounts’ section you’ll be able to quickly and safely request a withdrawal.
Our investment minimums are as follows:
Less than $1000 = Account sits in cash
$1000 to $19,999 = Account will be invested in a one-ticket solution
$20,000 + = Accounts will be invested in our customized ETF portfolios
Simply log into your Nest Wealth profile and in the ‘Transfers’ section you’ll be able to quickly and safely request for the money to be transferred from your bank or brokerage account.
There’s no need to visit our office or print off a pile of documents and mail them in. If you have any questions during the process just send us a note to support@nestwealth.com or schedule a call with us.
Please make sure you have the following on hand:
- A valid, government issued, photo ID
- Online banking login information or copy of a void cheque
- (Optional) – A statement for any existing investment account(s) you would like to transfer over
Nest Wealth supports almost all types of investment accounts including individual, joint, corporate, and trust accounts with the exception of Registered Disabilities Savings Plans (RDSPs).
Our custodian can typically open an account within 24-48 hours. Once an account is open, you can submit funding requests from your bank account or transfer an existing account from another institution.
This largely depends on where the investment account is held currently and whether or not the current institution is a member of the ATON network or not. Here are the general timeframes for the different types of transfers:
- Electronic: 2-4 weeks
- Non-Electronic: 4-6 weeks
We will work with you to determine what the best asset allocation mix is for you based on our existing ETF lineup. Other securities cannot be added or removed from these models but we can modify your cash target based on your short-term liquidity needs.
Keeping your money safe is extremely important to us, and we do this in two ways:
- We use third-party custodians. Your assets are held in an account in your name at NBIN Inc or Fidelity Clearing Canada (FCC). Nest Wealth only has the right to issue trading instructions against your account. We can’t access money in your account other than to receive our monthly advisory fee. In the unlikely event that Nest Wealth becomes insolvent, your assets will not be impacted and will remain unaffected in your account at the custodian.
- Nest Wealth is a registered Portfolio Manager in Canada. Securities in your account may be protected up to $1,000,000 CDN through one of our custodians should they go insolvent. See www.cipf.ca for more details.
Simply log into your Nest Wealth profile and in the ‘Transfers’ section you’ll be able to quickly and safely request for the money to be transferred from your bank or brokerage account.
There’s no need to visit our office or print off a pile of documents and mail them in. If you have any questions during the process just send us a note to support@nestwealth.com or schedule a call with us.
Please make sure you have the following on hand:
- A valid, government issued, photo ID
- Online banking login information or copy of a void cheque
- (Optional) – A statement for any existing investment account(s) you would like to transfer over
A Portfolio Manager will reach out to you before we proceed to invest the funds. Before investing the money you’ve deposited, we want to make sure you are comfortable with the answers you have given in the risk questionnaire and also with the proposed asset allocation mix.
Simply log into your Nest Wealth profile and in the ‘Accounts’ section you’ll be able to quickly and safely request a withdrawal.
Our investment minimums are as follows:
Less than $1000 = Account sits in cash
$1000 to $19,999 = Account will be invested in a one-ticket solution
$20,000 + = Accounts will be invested in our customized ETF portfolios
Simply log into your Nest Wealth profile and in the ‘Transfers’ section you’ll be able to quickly and safely request for the money to be transferred from your bank or brokerage account.
There’s no need to visit our office or print off a pile of documents and mail them in. If you have any questions during the process just send us a note to support@nestwealth.com or schedule a call with us.
Please make sure you have the following on hand:
- A valid, government issued, photo ID
- Online banking login information or copy of a void cheque
- (Optional) – A statement for any existing investment account(s) you would like to transfer over