Can I open a Family Advisor or Non-Professional Advisor IMPACT account?

To set up and manage a family member's account using a non-professional family account, you will need to create an Advisor master account and link the family member's account. Here is a step-by-step guide to help you through the process:

1. Create a…

It is not possible to convert an individual account into a Family Advisor or Non-Professional Advisor account. If you wish to open a Family Advisor or Non-Professional Advisor account, you will want to start an application…

There is no minimum monthly activity fee for a Family Advisor or Non-Professional Advisor master or client account…

Family Advisor accounts in Canada can have accounts for up to 5 family members under the advisor umbrella. However, the number of accounts which can be under the Family Advisor structure can be greater than 5 provided that the additional accounts to the same 5 individuals…