INVESTPRO
Be Invested

Support Center

Find answers to your questions and get the help you need to make the most of your InvestPro account

Contact Our Support Team

We're here to help you Monday to Friday, 8:00 AM to 8:00 PM ET

Phone Support

Speak directly with one of our investment specialists for immediate assistance

+1 (416) 555-0199

Email Support

Send us your questions and we'll respond within 24 hours on business days

[email protected]

Live Chat

Chat with our support team in real-time during business hours for quick answers

Popular Help Topics

Quick answers to the most common questions

Opening an Account

Learn how to create your InvestPro account, verify your identity, and start trading

Deposits and Withdrawals

How to fund your account and withdraw money safely and efficiently

Placing Your First Trade

Step-by-step guide to buying and selling stocks, ETFs, and options

Mobile App Guide

Download, install, and navigate the InvestPro mobile trading app

Account Security

Protect your account with two-factor authentication and security best practices

Tax Documents

Access your annual tax statements and understand your reporting obligations

Getting Started Guide

Everything you need to know as a new investor

1

Create Your Account

Visit the account opening page and complete the secure online application. You'll need to provide personal information, employment details, and select your account type such as individual, TFSA, or RRSP. The process typically takes between five and ten minutes to complete.

Open Account
2

Verify Your Identity

Upload a photo of a government-issued ID such as a driver's license or passport. We use secure encryption to protect your documents. Verification usually completes within one business day, after which you'll receive a confirmation email and can proceed to fund your account.

3

Fund Your Account

Link your Canadian bank account and transfer funds electronically, or use a wire transfer for larger amounts. Most electronic transfers arrive within one to three business days. There is no minimum deposit required, though some account types may have contribution limits based on government regulations.

4

Explore the Platform

Familiarize yourself with the trading interface, research tools, watchlists, and portfolio tracking features. We recommend watching our tutorial videos and exploring the demo mode before placing your first trade. Our platform is designed to be intuitive for beginners while offering advanced features for experienced traders.

5

Place Your First Trade

Search for a stock or ETF, review the current price and market data, and enter your order. You can choose between market orders for immediate execution or limit orders to specify your desired price. All trades are confirmed instantly and appear in your portfolio. Our support team is available if you need guidance during the process.

Educational Resources

Learn the fundamentals of investing and trading

beginner investing course visual Beginner

Investing 101: Getting Started

Learn the basics of stock market investing, portfolio diversification, and risk management strategies for new investors.

Read Article
etf investment guide visual Intermediate

Understanding ETFs

Discover how exchange-traded funds work, their benefits over mutual funds, and how to build a low-cost diversified portfolio.

Read Article
options trading tutorial visual Advanced

Options Trading Strategies

Explore covered calls, protective puts, and other options strategies to hedge risk and enhance portfolio returns.

Read Article

Technical Support FAQs

Troubleshooting common technical issues

Why can't I log in to my account?

Ensure you are using the correct email address and password. If you've forgotten your password, click the Reset Password link on the login page. Check that your account has been fully verified and activated. If you're still experiencing issues, clear your browser cache or try a different browser. Contact support if the problem persists.

How do I enable two-factor authentication?

Log in to your account and navigate to Settings, then Security. Click Enable Two-Factor Authentication and follow the prompts to link your mobile device using an authenticator app such as Google Authenticator or Authy. You'll receive a QR code to scan. Once enabled, you'll need to enter a verification code each time you log in.

Why is my mobile app not updating prices in real time?

Check that you have a stable internet connection via WiFi or mobile data. Ensure your app is updated to the latest version available in the App Store or Google Play. Close and reopen the app to refresh the connection. If delays persist, check if there are any scheduled maintenance windows or market closures affecting data feeds.

How do I download my account statements?

Log in to your account and go to Account, then Statements and Documents. Select the statement type such as monthly, quarterly, or annual and choose the date range you need. Click Download to save the PDF to your device. Statements are typically available by the fifth business day of each month for the previous month's activity.

What should I do if I suspect unauthorized activity on my account?

Immediately change your password and enable two-factor authentication if not already active. Contact our support team by phone at the number listed on this page. Review your recent transactions and notify us of any trades or withdrawals you did not authorize. We will investigate the activity and take appropriate action to secure your account.

Still Need Help?

Our dedicated support team is ready to assist you with any questions or issues. Reach out via phone, email, or live chat during business hours.

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