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Visit our home page to sign up to be one of the very first to download Investly.

Completely free. Sign up to download our app today and start taking control of your money!

You can get in touch with the Investly Support team through our in-app chat feature! Navigate to the More tab at the bottom of the screen and select Ask a question. From there, you can contact us for assistance, and we’ll get back to you within two business days!

With discretionary accounts, you give someone else (in this case, Investly) authority to make investment decisions for you. We will supervise and direct your investments based on your goals and risk tolerance, so you can relax while we do all the heavy lifting!

With self-directed investment accounts, you take full control of your investments versus giving authority to someone else. You would pick and choose what you want to invest your money in, like stocks, bonds, ETF, etc., completing the trades on your own. 

There is no minimum age to use the app, but to open an investment account, you must be at least 18 years old or the age of majority in your province or territory. If you’re not of minimum age yet, you can still take advantage of the resources and articles we offer in the app to learn more about investing so that once you do turn the minimum age, you already have valuable knowledge that you can use when opening your first investment account!

To open an investment account with Investly, you must be a Canadian resident. However, if you’re not a Canadian resident, you can still take advantage of the resources and articles we offer in the app to learn more about investing.

Yes, you can! As of now, you can open one TFSA account and up to four non-registered accounts.

Currently, Investly supports TFSAs and non-registered accounts. However, we’ll be offering some additional accounts, including RRSPs and FHSAs, in the future! 

You must have a Canadian phone number to open an investment account; however, you can open an Investly profile and use it as a learning resource with just an email!

When you open an investment account with Investly, you give us authority to manage your investments for you. We’ll put your money to work in the most appropriate funds, based on your goals and risk tolerance.

If you’re considering changing the portfolio that your account is set to, send us a message via in-app chat and a portfolio manager will contact you within two business days.  You can find the chat support feature by navigating to the More tab on the bottom right of your screen and Ask a question.

For any questions regarding your portfolio performance, contact us through our in-app chat feature! You can find the chat support feature by navigating to the More tab on the bottom right of your screen and selecting Ask a question.

When you set up an account, we ask you a series of questions to understand what your goals are, how comfortable you are with risk, among other things. Based on your answers, we invest your money in a portfolio that suits you. 

Consider starting slow and try to spend less money than you make. You’ll be surprised how much you can save if you start with a few dollars, then a few hundred, and keep growing. The most important thing is to start saving, and if you invest that money you may make more.

One word: budget. It may sound overwhelming, but it can be as easy as this in your head:

Budget

What helps are regular check-ins. Ask yourself, “Am I comfortable with where I’m at?” Once you’ve built some savings, it’s time to make your money work for you by investing with Investly™. 

#investmentgoals  #financialwellness

We’ve got you covered! Investly™ is designed to help you set and try to achieve your financial goals. We’ve created a hassle-free app experience. Plus, our handy questionnaire helps us choose investments that may make sense for you. So why wait? 

#investmentgoals

Investing is one of the best ways to make your money work for you! But if you’re not quite ready to dive into investing, don’t worry – our goal-planning tool can help you get started with saving, too.

#financialwellness