CLIENT ONBOARDING

Hoovest Financial client onboarding

Traditional functions delivered in nontraditional ways

Step 1: Online onboarding form

Please click the button below to complete the Hoovest onboarding form. You will need:

1. Your government ID (a scanned copy of front and back of driver’s licence or passport)

2. A scanned or digital PDF copy of a bank statement or utility bill

3. Your tax ID number (e.g. SIN)

Start onboarding form

If you have any questions, please contact Hoovest Account Services for Lane Cuthbert Financial clients at [email protected]

Step 2: Book a Zoom call with a Hoovest portfolio manager

Please go ahead and book a time with a Hoovest portfolio manager to review your information and confirm how your investments will be managed. It is the same calendar booking link that you will receive in your email after completing the Hoovest onboarding form.

Book Hoovest Zoom call

THANK YOU

Thank you for going through the Hoovest onboarding process. Please feel free to contact us at any time should you have any questions. We are happy to support you.

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