Get Ready to Die: Beneficiary and Successor Account Holder Forms for your Online Brokerage Accounts
Are you ready to die? Do you want to shout “hands off my money” at the government as you perish? Do you know the difference between a Successor and a Beneficiary and why it matters? If you’re not part of Canada’s Distinct Society I encourage you to read on.
How to Buy Units in a High Interest Savings Account Fund in a CIBC Investor’s Edge Account
I’ve decided it’s time to sell my units in the “Greek Government Honest We’ll Pay You Back!” bond fund and move the money into something really exciting: a high interest savings account fund. OK, maybe this is just good information for temporarily parking your cash while waiting to pounce on a great investment.
How to Get the $9.95 Trades on CIBC Investor’s Edge Once You Have $50,000
Don’t count on ancient mainframe computers to save you money. Here’s what to do to save $19 a trade.
Is the ING Direct 2014 TFSA Kick Start Account a Good Idea and How to Open One
How does opening a TFSA help me pay for my dim sum fix?
How to Sell a Mutual Fund in a CIBC Investor’s Edge Account
Why exactly are we holding $457.82 in a Global Bond Fund? It hurts too much to think about that so instead I decided to sell it. Here’s how.
Where Should I Start a Self-Directed RESP?
There are many factors to consider when choosing where to open a RESP brokerage account, from annual fees (no minimum balance needed at this Big Bank brokerage!), to ETF commissions (some can be traded with no fees at this other Big Bank brokerage), to customer service and which grants can be accepted. Here’s some factors we considered while pondering where to put that hard-earned future-beer money.
How Do I Check My Capital Gain on Shares in my CIBC Investor’s Edge Account?
How could my CGX shares be showing a loss when I know they’ve gone up (at least until the new Batman airs.)
How to Transfer Cash to an RRSP at ING Direct from another RRSP Using a T2033 Form
The current federal government has essentially killed the value of investing in Canada Savings Bonds so it’s time for us to transfer out our holdings in the free Canada Retirement Savings Plan. This same method also works for any transfer of a cash RRSP to an ING Direct, now Tangerine.ca, RRSP. If you need to consolidate your investments at ING Direct, now Tangerine.ca, here’s how to do it.
How to Save your Account Transaction History for a CIBC Investor’s Edge Account
You never know when you’ll face an audit, whether from the CRA or from your family financial wizard. Here’s how to keep a copy of your transaction history to settle the arguments.
How Can I Look Up What I Did, When I Did It and for How Much in a CIBC Investor’s Edge Account?
If you’re trading so fast you can’t remember whether you sold Enbridge on Tuesday at 2 or Thursday at 12, you may need to check your historical buys, sells, distributions and payments simply and quickly.
How to Place an Order to Buy Shares of a Company with CIBC Investor’s Edge
How to finally place your order to buy stock in your Investor’s Edge account after you have thought through all the quirks and foibles. Includes a refresher on how to check the Real Time price and how to set a Limit Order for the purchase.
Review the Dividend, Yield and Ex-Dividend Date for Shares Using CIBC Investor’s Edge
Don’t you hate that depressed feeling you get when you realize you bought shares just 12 hours too late to catch the next dividend? To avoid it, use these tips for checking the facts on dividends before you buy. For those of you new to dividend investing, the article also includes some timely reminders about the differences between dividends and guaranteed annual interest payments.
How to Review the Price History of a Stock Using CIBC Investor’s Edge
You can check the real time price for a stock using Investor’s Edge: if you know where to look.
How to Get Ready to Buy Shares of Stock in a Company through a Self Directed Account
It’s easy to buy shares using an online brokerage, perhaps even a little TOO easy. Here are some factors to consider before clicking that Submit Order button.
Checking the Current Real Time Price for an Equity Using CIBC Investor’s Edge
When you’re considering buying a stock that makes a Japanese fighting kite look motionless you may want to use this tip to check the real time price before placing an order.
How to Buy a GIC in a CIBC Investor’s Edge Self-Directed Investing Account
Instructions for reviewing rates and buying GICs within a CIBC Investor’s Edge account to form part of your fixed income holdings.
A Review and Comparison of Real Time Stock Prices at CIBC Investor’s Edge and BMO InvestorLine
After providing instructions on how to get a real time stock price for an Investor’s Edge or InvestorLine account, we review what’s good and bad about BMO’s and CIBC’s reports of the stock price including which reports trade time to the second, which tells you your current cash balance, and which reports the day’s highs and lows for the stock.
How to Set up a Watch List Alert and Analyst Reports for a CIBC Investor’s Edge Account
Instructions for setting up email alerts from Investor’s Edge including a summary of selected stocks’ closing prices, volumes and 52-week highs and lows. Also reports from Wood Gundy, World Markets, S&P and other sources.
How To Set Stock and Price Alerts for your CIBC Investor’s Edge Account
Instructions for setting up notifications by email of stock price changes, P/E changes, moving averages, RSI changes, and more.
How to Set Up Market Alerts for CIBC Investor’s Edge Self-Directed Accounts
Instructions for setting Market Alerts to keep on top of stocks showing the largest change in volume of trades, new pricing extremes, the most activity and other opportunities.