Investment account fees

Understanding what you’re paying and why

Your investment account fees cover professional portfolio management, oversight and rebalancing, related trading fees and account reporting, as well as the proactive advice and expertise of your BlueShore advisor.

Transparency and clarity

For any of your investments held at our investment partner, Credential (either Credential Securities or Credential Asset Management),^† you always have clear disclosure of fees related to your portfolio:

• At account opening and at the time of purchase, you are provided with a clear explanation of costs and related charges for your investments.
• On a quarterly basis, you’ll receive an enhanced account statement that provides a comprehensive overview of your investments.
• On an annual basis, you’ll receive two reports:
  • A Performance Report summarizing your investments’ performance and rate of return
  • A Charges and Compensation Report that specifies, in total dollar amounts, the fees and charges you’ve paid for the services provided by your dealer firm (Credential).

Talk to us

If you have any questions about your investment account fees, please call us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.