Surviscor
company
services
scorcard reviews
contact

Monday, June 26, 2017
scorCard™ Reviews

Click to view the 2014 Canadian Online Discount Brokerage Rankings

Surviscor produces the most comprehensive online brokerage analysis in North America. Surviscor reviews Canadian discount brokerage firms who offer online brokerage service to self-directed investors in Canada. The minimum requirements are:

  1. Transactional capabilities in Canadian and US markets
  2. At minimum, the firm must be registered for business in Ontario and Quebec
  3. Minimum account opening balance requirement no greater than $10,000 CDN

Surviscor defines an Investor as a self-directed individual who typically:

  • Has the ability to understand the value of investing
  • Requires a well-diversified portfolio and a structured financial plan
  • Is self-reliant and prefers to self-direct his/her portfolio
  • Requires various tools and resources to make investment decisions
  • May display 'professional trader' activity traits; however, does not perceive investments as a job

The Online Discount Brokerage Review analyses 7 main categories which are further broken down into 32 sub-categories. The main categories are:

  1. Getting Started - Public Site Review
  2. Website Design
  3. Account Services
  4. Market Intelligence
  5. Website Transactions
  6. Online Resources
  7. Cost of Services
The tentative scheduled releases of the next Canadian Online Discount Brokerage scorCards™ are:
  • 2015: October/November 2015
  • The new 2015 Mobile Brokerage Review: January/February 2015

company | services | scorCard™ reviews | contact
Copyright © Surviscor 2017. All Rights Reserved Legal | Privacy