Can I make my investment at your office?

Yes, you can schedule an in person appointment here.

How does the payment process work?

The primary way to receive your dividends or distributions is via an ACH transaction from a linked bank account. You can link your bank account either by

1) directly entering your routing and account numbers or
2) manually filling out our PAD form.

The primary way to fund your investment is via an ACH transaction from a linked bank account. You can link your bank account either by

1) directly entering your routing and account numbers or
2) manually filling out our PAD form.

For certain orders above $25,000 we do accept wires. We are unable to accept orders via credit/debit cards or from savings accounts.

Is there a limit to how much money I can invest?

Your Investor Type determines how much you can invest annually.

  • Accredited: No Investment Limit
  • Eligible: Invest up to $30,000/year
  • Ineligible: Invest up to $10,000/year

Create your profile and answer our KYC questionnaire to find out what type of investor you are.

If you have already created your profile, you can find your investor type and remaining available investment limit on your Dashboard profile.

Can I invest with registered funds (RRSP, TFSA, etc.)?

Yes. Read this article to learn how to invest with your registered savings fund.

And watch this webinar below.

Play Video

Can I invest jointly with a third party?

Yes.

Can I invest with other types of legal entities?

There are generally 2 types of investment entities you can add to your individual profile; Trust and Corporate. After successfully adding the investment entity, you then can invest using the corporate entity or trust vehicle.

Corporate

How do I set up a corporate entity?

Watch our how to video below:

Play Video
 
  1. To set up a corporate entity, please log back into your individual account here: www.fundscraper.com/login

  2. Scroll to the top, hover over your name, click on the drop down, click ‘Profile’.

  3. On the next screen, on the left hand side menu, click ‘Investment Accounts’.

  4. On the screen, click ‘Add Investment Account’.

  5. Select ‘Corporation Account’,

  6. On the form that shows up on the screen, please fill in the KYC information from the perspective of the corporate entity.

    Please note that any shareholder with more than 25% ownership will be required to complete an individual KYC as well.

Information to have on hand during the corporate KYC completion process:

  • Business number
  • Incorporation date

Trust

How do I set up a Trust? 

  1. To set up a corporate entity, please log back into your individual account here: www.fundscraper.com/login

  2. Scroll to the top, hover over your name, click on the drop down, click ‘Profile’.

  3. On the next screen, on the left hand side menu, click ‘Investment Accounts’.

  4. On the screen, click ‘Add Investment Account’.

  5. Select ‘Trust Account’

  6. On the form that shows up on the screen, please fill in the KYC information from the perspective of the Trust entity.

Information to email Fundscraper (team@fundscraper.com) upon completion: 

  • The legal status of entity (trust certificate, trust deeds, incorporating documents, custodian agreement document, articles of constitution, partnership agreements, shareholder agreement).
  • Authorization document certifying you as the Trustee.
  • Tax identification number for out-of-country trusts.

For more information on how to invest with your corporate entity or other investment vehicle see: How do I invest through a business account?

How do I invest or complete an investment?

Watch our how to video below:

Play Video