AltaAccess Online Demo

Under "Make a Trade" you simply click on "Switch"

1. Choose the fund you want to switch from by clicking on the button to the left of the fund name. Note: if you want to switch out of multiple funds, you'll be guided through each transaction one at a time. 

2. Now tick the box(es) of the fund(s) you want to switch to.  

3. Enter the number of units OR a percentage of your fund holdings** that you would like to move. Note: our system will calculate the dollar amount of the transaction(s), based on the appropriate closing price(s).

4. If moving out of more than one fund, enter subsequent switches at this point. Review transaction details and make changes, if necessary.

5. Enter your trading password as well a contact number and/or email address and then place the order.  *You must enter your trading password and contact information for the trade(s) to be submitted.

6. A switch order identification number will be displayed onscreen, which means your order has been received.  Keep this information for your records.

Under "Make a Trade" simply click on "Buy"

1. Choose the fund(s) you want to purchase by checking the box(es) beside the fund name(s).

2. Enter the total dollar amount of the purchase. Then specify the amount to be invested in each fund, either in dollars OR as a percentage of the total purchase amount.

3. Review transaction details and make changes, if necessary.

4. Enter your trading password as well as a contact number and/or email address and then place the order. *You must enter your trading password and contact information for the trade(s) to be submitted. 

5. A purchase order identification number will be displayed onscreen, which means your order has been received.  Keep this information for your records.

Under "Make a Trade" you simply click on "Sell"

1. Choose the fund(s) you want to sell/redeem by checking the box(es) to the left of the fund name(s).

2. Enter the number of units OR dollar amount to be sold** (for each fund). Note: the dollar value(s) is (are) unknown when entering a trade in units since the fund prices vary with movements in the market and are only known with certainty after market close. If you want to sell a portion and switch the remainder to another fund, it's best to enter the trade in units.

3. Review transaction details and make changes, if necessary.

4. Enter your trading passord as well as a contact number and/or email address and then place the order. *You must enter your trading password and contact information for the trade(s) to be submitted.

5. A sell order identification number will be displayed onscreen, which means your order has been received. Keep this information for your records.

FYI:

• Early withdrawal fees apply to units switched out or redeemed prior to having been held for 30 days (excludes fixed income funds).
• **You cannot specify amounts in units when entering a trade for a Managed Portfolio.