Operating Charges and Transaction Fees. XXX offers advisory accounts on both a commission and fee-based basis.
Operating Charges and Transaction Fees. General operating charges and transaction fees for the Qtrade Guided Portfolios program are set out on the fee schedule provided to you at account opening. Fee schedules are available online at xxx.xxxxxxxxxxxxxxxx.xxxxxx.xx and you will receive a copy of the fee schedule via email at account opening. These fees include a monthly fee based on the assets held in the Account to professionally manage your assets, transaction fees which cover administrative costs and the MER which is paid directly to the mutual fund you are invested in. As the size of your Account grows, you may qualify for a reduced fee. No trading commissions are charged. In addition to the fees and expenses detailed above, you are responsible to pay certain fees related to the operation of your Account. These fees are set out in the Service Fee Schedule. These fees are also shown in the Charges and Compensation Report, which you will receive on an annual basis, if applicable. Examples of such fees include the account administration fee, inactive fees and transfer fees. We will notify you of any changes in the fees applicable to your Account as required by applicable laws.
Operating Charges and Transaction Fees. Credential Securities offers advisory accounts on both a commission and fee-based basis. Managed accounts are offered only on a fee-based basis. We will recommend an account type that is appropriate for you based on expected transaction volumes, account size, intended account use and various other factors. The fees and expenses applicable to your Account depend on what type of account it is, the activity conducted and the services provided to you. Unless you have a managed account (Credential Managed Account, OnPoint Managed Portfolio Account, OnPoint Pooled Investments Account or other managed account program), you have an advisory account. If you have a managed account, you have a “non-advisory” or “discretionary” account. Credential Securities also offers order execution accounts (through Qtrade Investor), digital managed accounts (through VirtualWealth) and financial planning services. To learn more about the various products and services offered by Credential Securities, you can speak to your Advisor.
Operating Charges and Transaction Fees. Aviso Wealth offers advisory accounts on both a commission and fee-based basis.
Operating Charges and Transaction Fees. Aviso Wealth offers advisory accounts on both a commission and fee-based basis. Managed accounts are offered only on a fee- based basis. We will recommend an account type that is appropriate for you based on expected transaction volumes, account size, intended account use and various other factors. The fees and expenses applicable to your Account depend on what type of account it is, the activity conducted, and the services provided to you. Unless you have a managed account (AvisoOne Account, Aviso Private Wealth Portfolios Account, Aviso Private Wealth Pools Account, or other managed account program), you have an advisory account. If you have a managed account, you have a “non-advisory” or “discretionary” account. Aviso Wealth also offers order execution accounts (through Qtrade Direct Investing), digital managed accounts (through Qtrade Guided Portfolios) and financial planning services. To learn more about the various products and services offered by Aviso Wealth, you can speak to your Advisor.
Operating Charges and Transaction Fees. General operating charges and transaction fees for the VirtualWealth program are set out on the fee schedule provided to you at account opening. Fee schedules are available online at xxx.xxxxxxxxxxxxx.xx and clients will receive a copy of the fee schedule via email at account opening. VirtualWealth Managed Accounts are charged a monthly fee based on the assets held in the account. No trading commissions are charged.
