Frequently Asked Questions

Just answer a few quick questions, and we’ll create a personalized investment portfolio just for you. Once your funds hit your account, we’ll invest them exactly as promised.

You don’t always need to sell your investments to move them. We make the transfer process free, simple, and tax-efficient.

To comply with KYC and AML requirements, we ask for a valid government-issued ID and a recent proof of address (such as a utility bill or bank statement). Withdrawals can only be processed once verification is complete.

Well, it’s your money, so you can withdraw it at any time.

Well, it’s your money, so you can withdraw it at any time.

Electronic bank deposit, wire transfer or account transfer from your brokerage to Ca-Tdx.

Withdrawal requests are typically processed within 5 business days from the date of submission. Processing time may vary depending on your account status, the withdrawal amount and your payment method. Funds can only be sent to an account in the same name as the trading account.

The weighted average annual expense ratio of the investments of a taxable Ca-Tdx portfolio is between 0.03–0.07%. Ca-Tdx also charges a 0.25% annual advisory fee, but for more than 96% of our clients with a recommended portfolio, that’s covered by Tax-Loss Harvesting.

It’s a way to take advantage of changes in the market to help reduce your tax bill and give you more money to invest. For most clients, it generates savings worth at least 6 times our advisory fee.

Our Automated Investing Account gives you exposure to up to 17 global asset classes, with automatic Tax-Loss Harvesting and account rebalancing. S&P 500 Direct, by contrast, holds the individual stocks of the S&P 500 rather than ETFs.

You can trade on the Ca-Tdx web platform and mobile app, with seamless integration for TradingView and MT4. Compare multiple markets on quick charts and use over 100 indicators to support your analysis.