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Investing at Capital Union Bank

We can help you whether you’re new to investing, want to work with an experienced professional, or require tailored investing advice.

I want to manage my own trades online

With simple tools for managing your investments, you're in command. Anywhere, at any time.

I want personalized wealth advice

Build a wealth plan with an Capital Union Bank Wealth Personal banker to help you reach your goals.

I prefer to invest at a branch

Your in-branch Personal banker can help you select the right investment based on your investing goals.

Start investing on your own

We provide two options for self-directed investors: Capital Union Bank Easy Trade and Capital Union Bank Direct Investing, whether you desire a mobile trading app or access to intuitive trading platforms and advanced tools. Determine which one is best for you.

Start investing with no minimums on this easy-to-use mobile app in both Canadian and U.S. currency.

  • Invest in: Stocks, Alviscon Exchange Traded Funds (ETFs), American Depository Receipts (ADRs)
  • Pricing: Your first 50 stock trades each year are commission free. Unlimited commission-free Alviscon ETFs. No monthly fees or account minimums.
  • For a limited time: Open a new Capital Union Bank Easy Trade account and get up to $150 in cash.

Capital Union Bank Wealth Behavioral Finance

Your success cannot be measured solely by numbers. Our discovery method incorporates the cutting-edge study of behavioral finance, which our advisers utilize to understand your Wealth Personality and what drives your wealth decisions, including your financial blind spots.

We chart your Wealth Personality using the Five Factor Model of Personality. This model identifies major personality traits, which can aid in the prediction of behaviors and the identification of underlying motivations – as well as allowing your Capital Union Bank Wealth advisor to see how your and your partner’s personalities interact to influence financial and investing decisions.