Satrix Investment Plan Clients FAQs

Yes, upon migrating to SatrixNOW, you retain the ability to invest in a TFSA. The platform allows for easy management of both standard accounts and TFSAs. You can view holdings separately, easily transfer funds to your TFSA, and track your remaining annual contribution limits.

If you wish to switch between Satrix ETFs:

• Log into SatrixNOW and select Sell from the dropdown menu.

• Choose the ETF holdings you want to sell (ensure you're in the correct account - standard or TFSA).

• Specify the amount or percentage you wish to sell - we display the transaction cost on the page as well.

• After confirming the sale, reinvest immediately by selecting Invest Now, choosing the desired Satrix security, and specifying the amount for reinvestment.

SatrixNOW facilitates inter-account transfers effortlessly. Once migrated, you can transfer cash from your standard account to your TFSA easily using the platform's transfer function.

Yes, SatrixNOW sends out reminders about remaining TFSA contribution limits before the end of the current tax year. This feature aids in managing your investments within the annual limits set by regulatory authorities. You can also access this information via the 'Deposits' page.

Yes, all transaction costs associated with selling or buying Satrix Securities will be transparently displayed on the platform. These costs are visible before confirming any transaction, ensuring clarity throughout the investment process.

To make changes to a recurring investment plan:

• Log into your SatrixNOW account and select the Recurring option.

• Edit your recurring investments as necessary, ensuring you're using a verified bank account for these modifications.