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FAQ

What is ATB InvestU all about?
ATB Investor Services believes that the investment industry hasn’t always put the needs of all Albertans first and investing can be confusing, full of jargon and intimidating. We are determined to make investing work FOR Albertans and help you get the advice and support you need. It is important that you feel empowered to confidently plan for your retirement, manage debt, and save for the things that are important to you and your family.

Why are we taking questions about saving and investing?
By providing smart, simple helpful resources and taking on the tough questions, we hope to make investing less intimidating and provide a level of transparency and simplicity not always found within the industry.

How does the Q&A Work?
Our goal is to provide helpful responses to questions you might have about savings, investing, retirement or other related topics using our team of experts and specialists. Here is how it works.

  1. You ask us a question either by emailing us at investu@atb.com, tweeting it to us "@ATBInvest" or messaging us on our Facebook page
  2. We will review your question and we will either answer it with a posting on www.atb.com/investu or privately if you prefer.
  3. We will post answers to publically asked questions through social media with articles, videos, infographics or whichever medium helps us provide the best answer possible.

What if you have a question but don't want the answer made public?
Let us know in an email that you want a private response and we will be sure and contact you privately. If it’s a complicated question that requires more information we will contact you back to put you in touch with an investment professional for some free advice.​

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