In an effort to facilitate trading involving U.S. currency, we have gathered all the necessary steps in a comprehensive and easy-to-read procedure.
This procedure covers every type of transaction, whether it is meant to be processed in a nominee or a client-name account (as per Fundserv’s Electronic Processing Agreement (EPA) guidelines). It also includes direct links to other Investia procedures you might want to refer to for additional information to keep you from having to make additional searches on the Advisor Centre. Bookmarks have also been added for your convenience.
Click here to read Administrative Procedure # 64 – Trading with U.S. Currency, which can also be found on the Advisor Centre under Procedures & Forms / Administrative Procedures.
Thank you for your attention.
Should you have any questions or require further clarification, please contact Client Services, by email at investia@investia.ca, by phone at 1-888-684-5548 or via the chatbot feature on the Advisor Centre.