Articles on: Eligibility
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How to Invest With My Company Through a Broker or Regulated Investment Platform?

To invest with your company through a broker or regulated investment platform, you will have to do this:

Provide a receipt or ticket: When you upload funds to the platform or broker, make sure to obtain a receipt or ticket confirming the transaction.

Keep records of withdrawals: Similarly, when you receive money back into your accounts from your investments, retain the receipt or ticket as proof of the transaction.

Monthly account statements: It's essential to maintain a record of all account movements. Request and save monthly statements that detail the activity and transactions within your investment account.

Please note that to access these features, you will need to switch to our premium plan, which offers the necessary tools and features to streamline your investment management process. You can find more information about our plans in this page.

Updated on: 06/02/2024

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