Automatic portfolio rebalancing
It is no longer possible to apply for a new InvestCube account. Only existing accounts will remain active.
This automatic rebalancing solution allows you to easily invest in exchange-traded funds (ETFs)1. The InvestCube account is only available to those who have already subscribed.
$10,000
Must maintain a minimum balance of $10,000
Rebalancing fee of
0.30% to 0.50%
You'll also enjoy
commission-free trading!
Transfer fees
refunded
up to $150 plus taxes
$0
annual administration fee
Tips from our experts
Exchange-traded funds (ETFs) are baskets of securities that are traded on a stock exchange like shares. Generally, investors use ETFs for two reasons: as a passive way to invest over the long term, or to gain exposure to a short-term trend in a given index.
Automatic rebalancing consists of restoring the original proportion allocated to each asset class following market fluctuations. Your portfolio therefore retains its initial diversification over the years without requiring any intervention on your part.
Rebalancing fees for InvestCube are calculated based on all the portfolios held in the same root.2
They are taxable and billed quarterly on the 22nd day of January, April, July and October. Fees are based on the average value of the portfolio on the last business day of each month.
For personalized assistance, call one of our dedicated representatives at 1‑800‑363‑3511
If you prefer to sign up online, please complete this form. Print, sign and send it to us by mail or bring it to a National Bank branch.* Your account will be opened within 24 to 48 hours.
Once you open your account, you will receive an email with a link to our new selection tool where you can create your personalized portfolio. It's easy to use and no installation is required.
Our dedicated team will contact you by telephone to confirm your selection and complete the account opening process.
Ready to take advantage of our automatic rebalancing solution?
04/15
Webinar
Questions? All answers, no hassle
Call us to have InvestCube added to your account.
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