© 2019 Marty Kobayashi, Executive Director, Private Client Group

HollisWealth, 6 Garamond Court, Suite 260, North York, ON, M3C 1Z5

How do I access my account details online?

I have moved recently, how do I change my address?

How do I make a change to my beneficiaries?

I want to make a contribution to my account, what are my options?

Where can I get a duplicate copy of my statement(s) or tax receipt(s)?

I receive too many statements. Is there a way to have them emailed to me instead?

A: Yes - you can sign up for eDelivery if you use our online system called My Portfolio+.

How do I make an appointment?

Minimum account size?

I need to make a withdrawal, how long will it take to get my money?

A: It depends on each individual situation, but in general if you are invested in mutual funds it takes 2 days for the trade to settle, plus 24-48 hours for the funds to appear in your bank account (if you have direct deposit set up). Withdrawals from a Registered account (RSP, RIF, RESP) may take a little longer, and special considerations for things like a Homebuyers Plan or RESP withdrawal can take 5-10 business days providing all of the paperwork is in order. If you know you are going to need to withdraw funds, please give us plenty of advance notice. This also doesn't take into consideration any holidays, which can further delay the disbursement of funds.