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Online Banking

The role of online trading

Do-it-yourself investing can go hand-in-hand with your plan.

Some people like to have a hands-on approach to their investment portfolio. Or at least part of it. If there's a place for do-it-yourself or DIY investing in your overall portfolio, by sharing what you're doing with your financial or investment advisor you'll be able to keep your entire financial plan in balance.

Online trading can be part of your overall portfolio.

With the rise of online trading, it's now easier than ever for individuals to invest by themselves – and it's not expensive, depending on how frequently you trade. For many, it's exciting to invest on their own – to do a little research, buy a product, watch its performance and decide the right time to sell.

If you choose to take a portion of your investments and manage them on your own, it's best to let your financial or investment advisor know. Knowing that a segment of your wealth is "in play," they may adjust the remainder of your portfolio to minimize any risk.

Online trading can certainly play a role in your financial plan – it just needs to be tracked and accounted for to help keep your overall plan in balance.

Keep your advisor well advised.

Your financial advisor and your investment advisor work for you. As such, they have your best interests in mind with every recommendation they make. It makes sense to keep your lines of communication open.

In many cases, sharing your online investment activity and strategy with your advisor can yield some interesting insights and opinions. You might even gain some market strategies to inform your next investment move.

Getting started.

One way to begin online trading is with a Tax-Free Savings Account. It's a contained vehicle that allows you a wide latitude for pursuing self-directed investing in the market. Under a TFSA you can purchase and administer mutual funds*, stocks* and bonds* as well as cash and term deposits.

Our online brokerage* service through Qtrade Direct Investing gives you control and security as well as a suite of investing tools and up-to-the-minute quotes, market news and research.

Whenever you decide to start, be sure to talk to your financial advisor to ensure you continue to be on track in meeting your financial goals.

* Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth Inc. and its subsidiaries.

* Investment Partner Disclosure

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