*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.
Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.
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We will send you a monthly statement – by the fifteenth of the following month – when there is activity in your account. If there is no activity in your account, statements are sent quarterly.
The statement presents an overview of all your accounts plus a detailed breakdown of each.