Training Example: Nest Wealth – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H2] INVESTORS
[H3] Build a portfolio in minutes
By answering just a few questions, you can build your own personalized portfolio in as little as five minutes.
[H3] Monitor your savings
Watch your money grow and track your progress toward your financial goals.
[H3] Unlimited access to support
Your account is managed by a professional, experienced portfolio manager. Our support team is here to help you every step of the way.
[H3] Simple and solid Portfolio Management

Nest Wealth Direct >
Reach your personal financial goals with a sophisticated wealth management solution

Investment portfolios tailored to your needs
Keep your Goals on track with periodic rebalancing
Monitor value over time
Your customer support agent at reach

Create your Portfolio now!
GET STARTED

[H2] Fixed monthly fees
You know in advance how much our fee is: it only depends on the value of your portfolio.
[IMG: Nest Wealth fees for Direct clients]

[IMG: Nest Wealth fees for Direct clients]

The average portfolio Management Expense Ratios (MERs) are 0.13%.
Management Expenses are not charged by us, but indirectly by underlying fund companies, and impact the returns you see as an investor.

[H2] Your money is safe
Nest Wealth is the trade name of Nest Wealth Asset Management Inc., a registered portfolio manager in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON, and is a member of the Ombudsman for Banking Services and Investments (OBSI), as well as the Portfolio Management Association of Canada (PMAC) and of the Securities and Investment Management Association (SIMA). We use third-party custodians Fidelity Clearing Canada and National Bank Independent Network who are members of CIRO and of CIPF
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[IMG: National Bank Canada logo]

[IMG: OCRI - CIRO logo]

[IMG: CIPF logo]

[IMG: PMAC - AGPC Logo]

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[IMG: Fidelity custodian logo]

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[IMG: CIPF logo]

Create your Portfolio now!
GET STARTED

[H2] FINANCIAL PROFESSIONALS
[H2] Expand your audience
Increase your appeal to high-net-worth and other investors looking to take advantage of a low-cost digital solution.
[H2] Scale your business
Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks while keeping more of what you earn.
[H2] Be independent
Take control of the solutions you offer your clients and work with an independent partner that prioritizes the success of you and your clients over external big company interests.
[H3] A wealthier future for you and your clients

Nest Wealth Plus >

Fast onboarding, more advising
Onboard your clients in under 15 minutes. Say goodbye to paperwork and manual compliance burdens.
Seamless book transfer
Assisted transition of your book of business to Nest Wealth platform. No AUM minimum required.
Smart rebalancing
Monitor and rebalance portfolio asset allocation to ensure it aligns with clients’ goals and risk tolerance.

Try Nest Wealth Plus now!
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GET THE LATEST NEWS & INSIGHTS
[H2] Sign up and stay up-to-date with the latest from Nest Wealth

Nest Wealth Direct
[H1] Simplified Wealth Management for individual investors
One of the lowest Portfolio Management fees in Canada
[IMG: Nest Wealth Direct - for Individual Investors]

INVESTOR LOGININVESTOR SUPPORT
[H2] Keep more of your money
Nest Wealth Direct offers sophisticated wealth management that lets you minimize costs.

[H2] Create your portfolio In minutes
Tailor your personalized portfolio quickly by answering a few simple questions – it takes just five minutes!

[H2] Track your savings online
Witness the growth of your money and keep tabs on your journey towards achieving financial milestones.

[H2] Support at your fingertips
Your account is overseen by skilled portfolio managers & our support team is available to assist at every stage whenever you need it.

Nest Wealth Direct
[H2] Personalized Portfolios
Your personal financial goals are important to us. That’s why we created personalized portfolios for each & every investor.
Investment approachAsset classesRebalancingFee structureWhat Is An ETF?

[H3] Our investment approach
We take a prudent approach to investing, ensuring that we invest your funds across many markets, properly diversified amongst asset classes for the long term, and based on the best empirical research available

[H3] Asset classes
Asset classes are the fundamental building blocks of a portfolio. Your asset mix will take into account your time horizon, risk tolerance and other relevant personal/financial circumstances.

[H3] Rebalancing
Creating your customized portfolio is only the starting point of a successful investment strategy. Every step of the way, Nest Wealth will ensure you are working towards your stated financial goals.

[IMG: Nest Wealth fees for Direct clients]

The average portfolio Management Expense Ratios (MERs) are 0.13%.
Management Expenses are not charged by us, but indirectly by underlying fund companies, and impact the returns you see as an investor.
[H3] Fee structure
Management Fees: Your management fee ranges from $5 a month to $150 per portfolio (client ID) that you hold with us. This fee is for portfolio management and service activities offered by Nest Wealth.
Underlying Management Expense Ratio (MERs): The investments held in your portfolio (ETFs and/or Pooled funds) have a built-in cost charged by the companies managing them. Our passive ETFs MERs range from 0.06% to 0.37%.
Currency Exchange: When we buy or sell US dollars to trade ETFs in your CAD accounts, the custodians charge an additional fee to the exchange/conversion rate used.
Other Custodial Fees: When you open an account through Nest Wealth, your account is held with one of two custodians (NBIN or FCC). During account opening, you will receive additional information about the custodian fees in effect as of this time for other day-to-day administrative requests that can arise.

[IMG: ETF Categories]

Bubble sizes represent the approximate AUM of the ETF categories in the Canadian market.
[H3] What is An ETF?
An exchange-traded fund (ETF) is an investment fund traded on a stock exchange (like a stock), but holds a basket of investments (like a mutual fund). Most ETFs track broad, well-established indices like the S&P 500 or TSX. ETFs are a low-cost and efficient way to build a diversified investment portfolio. They allow you to gain exposure to a variety of asset classes like bonds, equities and real estate. Learn more about our investment approach with ETFs.

Create your Portfolio now!
GET STARTED

Frequently Asked Questions

[H3] Understanding Nest Wealth Direct
Nest Wealth supports almost all types of investment accounts including individual, joint, corporate, and trust accounts with the exception of Registered Disabilities Savings Plans (RDSPs).
For more details, visit the Investment Accounts page.
Our custodian can typically open an account within 24-48 hours. Once an account is open, you can submit funding requests from your bank account or transfer an existing account from another institution.
This largely depends on where the investment account is held currently and whether or not the current institution is a member of the ATON network or not. Here are the general timeframes for the different types of transfers:
Electronic: 2-4 weeks
Non-Electronic: 4-6 weeks
We will work with you to determine what the best asset allocation mix is for you based on our existing ETF lineup. Other securities cannot be added or removed from these models but we can modify your cash target based on your short-term liquidity needs.

A Portfolio Manager will reach out to you before we proceed to invest the funds. Before investing the money you’ve deposited, we want to make sure you are comfortable with the answers you have given in the risk questionnaire and also with the proposed asset allocation mix.
Simply log into your Nest Wealth profile and in the ‘Accounts’ section you’ll be able to quickly and safely request a withdrawal.
Our investment minimums are as follows:
Less than $1000 = Account sits in cash
$1000 to $19,999 = Account will be invested in a one-ticket solution
$20,000 + = Accounts will be invested in our customized ETF portfolios
Simply log into your Nest Wealth profile and in the ‘Transfers’ section you’ll be able to quickly and safely request for the money to be transferred from your bank or brokerage account.
There’s no need to visit our office or print off a pile of documents and mail them in. The entire process is carried out electronically on our Web site.
If you have any questions during the process just send us a note to support@nestwealth.com or request a call with us.
Please make sure you have the following on hand:
A valid, government issued, photo ID
Online banking login information or copy of a void cheque
(Optional) – A statement for any existing investment account(s) you would like to transfer over
Find more answers in the FAQs page >
[IMG: Nest Wealth Asset Management logo, light theme]

“Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

Nest Wealth Plus
[H1] Empower your financial business
Your all-in-one Digital Wealth Management solution your clients will understand
[IMG: Nest Wealth Plus - for Financial Professionals]

PROFESSIONALS LOGINPROFESSIONALS SUPPORT
[H2] Are you a financial professional looking for a simplified and efficient way to manage your clients’ wealth? Nest Wealth provides you with the digital tools, ETF portfolios and support you need. Say goodbye to paperwork and welcome a new era of digital wealth management.
Nest Wealth Plus is a cutting-edge out-of-the-box Digital Wealth Management Platform designed to empower financial professionals to spend less time on compliance and administrative tasks, freeing up more time to do what matters most: advising clients and connecting with new prospects.

NEST WEALTH PLUS
[H3] What to expect from Nest Wealth Plus
Frictionless onboardingPortfolio rebalancingDedicated supportIncreased revenueCustomized PortfoliosSeamless book transfer

[H3] Digital onboarding solution
Say goodbye to lengthy onboarding processes. Nest Wealth Plus offers quick and easy client onboarding. Onboard your clients in under 15 minutes, thanks to paperless user-friendly process.

[H3] Rebalancing
We take the hassle out of portfolio management. Nest Wealth monitors portfolio asset allocation and rebalances to ensure it aligns with clients’ goals and risk profile.

[IMG: Nest Wealth Support Team]

[H3] Dedicated support teams
Having access to responsive support when you need it is critical to ensuring a great client experience. We offer exceptional support through our Customer Experience and Customer Success teams, ensuring you always have expert assistance when you need it. We are committed to responding within one business day to your inquiries.

[IMG: Increase Revenues concept]

[H3] Increased revenue
Partnering with Nest Wealth can help increase your revenue since you will get to keep 100% of your referral fees earned through the Nest Wealth Plus referral program.

[IMG: Custom ETFs]

[H3] Customized ETF Portfolios
Nest Wealth Plus simplifies investment management with access to customized ETF portfolios for your clients. We carefully select ETFs that are liquid and have a low tracking error to their underlying index. Lower fees and higher liquidity mean more returns for your clients. Our actively managed investment portfolios are provided to us by Forstrong Global Asset Management.

[IMG: Client setup for Nest Wealth Plus (Professionals)]

[H3] Seamless book transfer
We work with you to transition your book of business to Nest Wealth Plus platform as quickly and seamlessly as possible, while ensuring an exceptional client experience. There is no AUM minimum required.
The ultimate Wealth Solution for Financial ProfessionalsNest Wealth Plus is not just a platform; it is your partner in simplifying wealth management. Focus on your clients: not paperwork. Transition to a digital future with Nest Wealth Plus and experience business independence.

Try Nest Wealth Plus now!
REQUEST DEMO

[H2] Real results.
Real ROI.
Firms that have partnered with Nest Wealth have seen significant improvements in their onboarding processes, higher client satisfaction, decreases in overhead costs and business growth.
[IMG: ROI for financial Professionals]

[IMG: Nest Wealth Account Advisor Stats]

“I’m very pleased with the transition and transfer of my business to Nest Wealth. Their strong competitive advantages include their ability to seek timely solutions, the high-quality support team ensuring client service issues are sorted out with the custodian, and the excellent, easy-to-use client and advisor interfaces. The sign-in as a client feature is first in class compared to the competition.
The RazorPlan financial planning tool is excellent. I find it beneficial to include this in my client service level offering. I use it to project retirement income and to present life insurance sales opportunities. I’m looking forward to having the comfort of a reliable and competent solution for my wealth management business.”
— Ian Thompson | Director, Governance & Analytics, Jones DesLauriers

NEST WEALTH PLUS
[H3] Wealth Management platform for different needs
Financial AdvisorFinancial PlannerLife Licensed Agent + BrokerDealer + MGA
[IMG: Financial Advisors]

[H3] Eliminate compliance burden & offer more value
Defer the “know your client”, “know your product” and suitability responsibility to a portfolio manager.
[H3] Boost profitability & eliminate headaches
Outsource low-value activities to improve economies of scale, allowing you to focus more on building new and nurturing existing client relationships without the burden of compliance, administration, and investment management responsibilities.
[H3] Offer more value to clients
Add passive and actively managed portfolios to your product shelf for your clients, make money less abstract with our technology and make your clients want to engage more with simple functionality. Provide them with a total online account view with easy access to charts and dashboards.
[H3] Transition your practice for the future
Alleviate risk and your administrative burden while maintaining access to client information and improved tracking of all of your client accounts. Best of all, keep more of your revenue and decrease your overhead costs.

[IMG: Financial Planners]

[H3] Easy client referrals
Our platform makes customer referrals fast, easy and hassle-free.
[H3] Offer more value
Our technology makes money less abstract, empowering clients to engage more – a total online account view with easy access to charts and dashboards.
[H3] Save your clients money
Our capped monthly fees mean the more your clients invest the more they save. Your clients pay a maximum of $150/month no matter how much they invest.
[H3] Get better insights
Our advisor dashboard makes it easy to get all the information that powers the financial plan you create.

[IMG: Agents and Brokers]

[H3] Diversify your offerings
Add passive and actively managed portfolios to your offerings for your clients.
[H3] Strike the right balance
Deliver a win-win proposition that makes you look great in the eyes of your clients.
[H3] Save your clients money
Our capped monthly fees mean the more your clients invest the more they save. Your clients pay a maximum of $150/month no matter how much they invest.

[IMG: Dealers and MGAs]

[H3] Help your Advisor Team reach their full potential
Provide your advisors’ access to passive and actively managed portfolios through an innovative digital platform for Managing General Agents.
[H3] Level the playing field for your Advisor.
Improve retention and increase client leads by reaching a broader audience with another product offering.
[H3] Flexibility to service all your client segments
We provide you with the support to mitigate risk, decrease compliance burden and improve the client experience overall.

Try Nest Wealth Plus now!
REQUEST DEMO

[H3] Spend less time manually Entering decumulation strategies In retirement
Spend more time engaging clients in meaningful discussions.

[H3] Improve client satisfactionEasily provide better options in a more digestible way
Clearly demonstrate the value you bring to clients with easy-to-read charts and reports.

RAZORPLAN >

Create financial plans that clients understand, add life insurance, calculate rate of return, and plan cash flow.
DISCOVER MORE
[IMG: Financial Advisors meeting]

[H3] Unleash your digital potential, ask for more information about
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.
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“Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

How-tos & FAQs
[H1] Find answers, clarifications and guides
Quick and clear answers to the most common doubts

[H2] Onboarding & account opening

There’s no need to visit our office or print off a pile of documents and mail them in. If you have any questions during the process just send us a note to support@nestwealth.com or schedule a call with us.
Please make sure you have the following on hand:
A valid, government issued, photo ID
Online banking login information or copy of a void cheque
(Optional) – A statement for any existing investment account(s) you would like to transfer over
Nest Wealth supports almost all types of registered and non registered investment accounts including individual, joint, corporate, and trust accounts with the exception of Registered Disabilities Savings Plans (RDSPs).
For more details, visit the Investment Accounts page.
We will work with you to determine what the best asset allocation mix is for you based on our existing ETF lineup. Other securities cannot be added or removed from these models but we can modify your cash target based on your short-term liquidity needs.

Our custodian can typically open an account within 24-48 hours. Once an account is open, you can submit funding requests from your bank account or transfer an existing account from another institution.
This largely depends on where the investment account is held currently and whether or not the current institution is a member of the ATON network or not. Here are the general timeframes for the different types of transfers:
Electronic: 2-4 weeks
Non-Electronic: 4-6 weeks

[H2] Account funding and withdrawal

This largely depends on where the investment account is held currently and whether or not the current institution is a member of the ATON network or not. Here are the general timeframes for the different types of transfers:
Electronic: 2-4 weeks
Non-Electronic: 4-6 weeks
In general, investment transfers may take 4 to 6 weeks to complete if documents are in good order. The processing time mostly depends on the account type and whether the transferring institution has electronic processing.
Transfer times also vary depending on the time it takes your current institution to start the transfer process on their end.
A Portfolio Manager will reach out to you before we proceed to invest the funds. Before investing the money you’ve deposited, we want to make sure you are comfortable with the answers you have given in the risk questionnaire and also with the proposed asset allocation mix.

Simply log into your Nest Wealth profile and in the ‘Accounts’ section you’ll be able to quickly and safely request a withdrawal.
Our investment minimums are as follows:
Less than $1000 = Account sits in cash
$1000 to $19,999 = Account will be invested in a one-ticket solution
$20,000 + = Accounts will be invested in our customized ETF portfolios
Simply log into your Nest Wealth profile and in the ‘Transfers’ section you’ll be able to quickly and safely request for the money to be transferred from your bank or brokerage account.

[H2] Compliance and protection

Keeping your money safe is extremely important to us, and we do this in two ways:
We use third-party custodians. Your assets are held in an account in your name at National Bank Independent Network (NBIN Inc) or Fidelity Clearing Canada (FCC). Nest Wealth only has the right to issue trading instructions against your account. We can’t access money in your account other than to receive our monthly advisory fee. In the unlikely event that Nest Wealth becomes insolvent, your assets will not be impacted and will remain unaffected in your account at the custodian.
Nest Wealth is a registered Portfolio Manager in Canada. Securities in your account may be protected up to $1,000,000 CDN through one of our custodians should they go insolvent. See www.cipf.ca for more details.

CIRO Membership: the Canadian Investment Regulatory Organization (CIRO) is a national self-regulatory organization that ensures compliance with industry standards and market integrity rules. CIRO regulates investment dealers and mutual fund dealers across Canada, enforcing rules related to business conduct, trading, and financial operations.
CIPF Membership: the Canadian Investor Protection Fund (CIPF) provides protection to investors in the event of a member firm’s insolvency. CIPF coverage helps safeguard investors’ assets, offering a level of financial security and confidence in the investment process
In summary, being regulated by CIRO ensures that Nest Wealth adheres to strict regulatory standards, while CIPF membership provides additional investor protection.

Investing with a Registered Portfolio Manager in Canada offers several advantages for individual investors:
Professional Expertise: Portfolio managers are highly educated and experienced, providing informed decisions tailored to your financial profile.
Fiduciary Duty: They are legally bound to act in your best interest, ensuring a transparent service.
Diversification and Risk Management: They create balanced portfolios to reduce risk while maintaining potential returns.
Fee Transparency: They always charge transparent asset-based fees without hidden commissions.
Personalized Service: They develop a customized investment strategy aligned with your profile.
This partnership provides professional management, security, and personalized service, all while ensuring your investments are managed with your best interests in mind.

[H2] Preparing for tax season (RRSPs & TFSAs)

The exact date changes each year, for more information look at the Canada Revenue Agency Website.
1. EFT From Linked Bank Account
To start a one-time or a recurring contribution to your account, please place a request through your Nest Wealth profile by following these steps:
Log in to the Nest Wealth portal.
Click the “Transfers” tab on the top left side of the window.
Click on the green “Deposit” button next to your investment account.
In the new window, select your bank account information from the drop-down menu and specify the frequency of the recurring contributions, $ amount, and the start date.
2. Cheque: Please send these directly to the custodian and mention the account number in the memo section.
If your account starts with the letter F please direct the Cheque to Fidelity Clearing Canada (FCC) and, if your account starts with the number 6, please direct the cheque to National Bank Independent Network (NBIN).
Fidelity Clearing Canada, ULC
483 Bay Street, South Tower, Suite 200, Toronto, ON M5G 2N7
National Bank Independent Network
130 King Street West, Suite 3000, Toronto, Ontario, M5X 1J9
3. Internal Transfers from Non-Registered Accounts
Please reach out to support@nestwealth.com for internal transfers to your RRSP/TFSA from your Nest Wealth Non-Registered accounts.
Please check out the Important Dates listed at the bottom of this document for details along with the respective custodian you have your account with.
For accounts custodied with FCC, the tax documentation will be mailed to you directly and will be available on our platform in the Account Statements section.
For accounts custodied with NBIN, they will be mailed to you directly & digital copies can be retrieved directly from NBIN’s MyPortfolio+ service once available.

RRSP Contribution Limits
You can contribute up to 18% of your previous year’s earned income up to the yearly maximum amount per CRA guidelines, plus any unused contribution room from years prior.
For an accurate figure of contribution limits, please check out the following:
CRA MyAccount Online
Tax Information Phone Service (TIPS)
For withdrawals from your RRSP during the tax year, you may receive a RL-2 for Quebec residents, a T4RSP, or a NR4 for non-residents.
In most cases, you won’t receive any tax slips for your Tax-Free Savings Account because contributions to a TFSA aren’t tax-deductible, and any withdrawals made are tax-free. Income within your TFSA also won’t generate tax slips since TFSAs allow for tax-free growth – be it from capital gains, interest, and/or dividends.
With a TFSA, you are required to keep track of your contributions and withdrawals. You can have more than one TFSA, but the total amount you contribute can’t be more than your available contribution room. That’s important since over-contributions are subject to a monthly tax of 1% for each month the excess amount stays in your TFSA.
The annual TFSA dollar limit (for 2026) is $7,000.
You can also carry forward any unused contribution room from previous years.
For more information, please check out the following:
CRA MyAccount Online
Tax Information Phone Service (TIPS)

[H2] Onboarding & account opening

The first step is to invite your client through your advisor portal. Once your client receives their invite, they will start the account opening process. Your client will select the account type(s) that they would like to open during the onboarding process. Once all the steps in the onboarding process are completed, a set of forms will be generated for the client to sign digitally. After the completed copies are received by Nest Wealth, the Client Experience team will submit the paperwork to the custodian to open the account(s).
Our custodian typically takes 2-3 business days to open an account. However, if there are deficiencies in the account opening documents, this may cause a delay. Once an account is opened, your client can submit funding requests from their bank account.
To ensure the client is prepared to open their account, please make sure they have the following on hand:
A valid, government issued, photo ID
A copy of a void cheque or a PAD form with the client’s full name
A Social Insurance Number (SIN)
A statement for any existing investment account(s) they would like to transfer over
Here’s a list of all the account types we offer:
Non-Registered (CAD) (Individual & Joint) • Non-Registered (USD) (Individual & Joint) • TFSA
RRSP
Spousal RRSP • RRIF
Spousal RRIF • LIRA
LIF
RESP (Family) (Individual & Joint)
Corporate Non-Registered (CAD)
Corporate Non-Registered (USD)
We do not support RDSPs at this time. Currently, we are not able to open the below account types fully online. As such, there will be additional paperwork that the clients will need to complete/sign outside the platform:
LIRA
LIF
Corporate Non-Registered
Financial professioanls on our platform have the ability to assist clients in opening additional accounts. They just need to open the profile of the client they are looking to open additional accounts for and click the green “New Forms” button in the top right corner and then select the account type(s) they would like to open.
Ensure to complete and hit save on all the drop down windows before finalizing the documents for signing.
The client will be able to log in to their online profile to sign the documents required to open the new account or will be sent a document package via DocuSign directly to their email. Once the documents are signed, please send an email to our team at advisors@nestwealth.com to notify our team of the signed documents so they can review and submit the documents to the custodian for opening.
It will take approximately 2 to 3 business days for the account to be active in the client’s profile.
The following information is required:
Legal Name of the Corporation
Type of Business
Business Number / Tax ID
(The CRA number for the corporation)
Date of Incorporation)
Business Address
Place of Incorporation
Your title with the Corporation
Number of Shareholders and their percentage of ownership
The client also needs to provide a copy of the corporate banking information and Articles of Incorporation.

Absolutely! All our forms are done through our digital signature provider DocuSign, however some transfer forms may require wet (physical) signatures, depending on the relinquishing institution.
Clients can submit a transfer request as soon as they have signed the documents to open their account(s) with us. Clients can do this by visiting the Transfers tab and then selecting the Investment Account button. This will prompt them for all the information required to pre-populate a transfer form.
Financial professionals can also assist clients in setting up their investment account transfers but will need to wait for the client’s accounts to be opened before the transfer can be set up. Financial professionals would set up the transfer by opening the client profile view and clicking the green “New Transfer” button in the top right of the screen. This will open a pop up and prompt the financial professional to pre-fill the information.
Once submitted ask the client to login to their Nest Wealth account and they will be prompted to sign the transfer form. The rest is on us!
Please submit a ticket to advisors@nestwealth.com and one of our CX Team Members will schedule a call as needed.
All Nest Wealth client accounts are held in Canada by one of these custodians:
National Bank Financial Inc.
1155 Rue Metcalfe 5étage, Édifice Sun Life Montréal QC H3B 4S9
FCC – Fidelity Clearing Canada ULC (*)
483 Bay Street, Suite 200 Toronto ON M5G 2N7
They are responsible for holding client funds, producing their monthly statements, tax documents and more. We take care of working with them to ensure everything for your clients is running smoothly. That way you focus on what you do best.
(*) FCC is an indirect, wholly-owned subsidiary of 483 Bay Street Holdings LP, which is a joint venture between FIL Limited and Fidelity Canada Investors LLC.

Submitting Void Cheques / Pre-Authorized Debit forms that are not in their name or does not include their full name.
Submitting illegible documentation and identification.
Using P.O. Box as home address or providing an address that is not current.
Providing an incorrect birth date or SIN.
Mismatching the account type you are opening from the account type requested to transfer from the relinquishing institution.
Providing the incorrect jurisdiction specified on locked-in account types*
*We are required to know whether a locked-in registered account is under provincial or federal jurisdiction as well as the province of jurisdiction, if applicable. Helping your client check with his/her pension provider as to the legislation specific to their plan can help avoid errors and delays.
If clients would like to update their personal information, they can reach out to us by emailing support@nestwealth.com. The team will then work with the client to ensure whatever information needs updating is completed and send them the necessary forms.

[H2] Account funding

There are two ways of funding an account. If a client wishes to transfer an existing investment account from another financial institution, they should submit an Investment Account transfer from their online profile. If it’s a regular contr