From first click to your first position
The whole route, start to finish, nothing left implied. It takes minutes to set up, and you decide every amount along the way.
How Birch Wealthholm turns capital into income
Modern AI market signals and a real human analyst, working together, to help you build a second income stream, guided at every step.
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Create your account
Sign up in minutes using just your email address.
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Verify your identity
Complete KYC verification to secure your account and unlock funding.
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Fund your account
Add capital starting from C$350, using a method you trust.
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Set your strategy
Pick your goals and risk profile; your analyst tailors the plan.
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Start investing
Follow guided AI signals and grow your capital at your own pace.
What you can hold in your portfolio
One account covers several asset classes, so you're not opening a second platform the moment your interests widen.
| Asset class | Examples | Good to know |
|---|---|---|
| Cryptocurrency | BTC, ETH, SOL, XRP | Trades around the clock, including weekends. |
| Currencies | EUR/USD, GBP/USD | Follows the main session hours. |
| Indices | S&P 500, DAX | Broad exposure without picking single companies. |
| Commodities | Gold, oil | Often used to balance a portfolio. |
What happens after you sign up
Registration is the small part. Here's the rest, in the order it actually happens.
- A specialist contacts you to confirm your details and answer questions.
- You complete identity verification, a standard KYC step before any money moves.
- You choose a starting amount from C$350 upward. Nobody sets it for you.
- You can practise on a demo balance before going live.
- Withdrawals return to your deposit method, with a stated processing time.
The parts people ask Birch Wealthholm about most
Who is on the other end
Every account gets one dedicated analyst rather than a rotating desk, so the person you speak to in month three is the same one who set things up in month one. They walk through the plan, explain what each step does and answer questions in plain English.
What they will not do
They will not place a trade without your instruction, and they will not pressure you into raising your balance. If a call ever feels like that, say so, it's not how this service is meant to work.
Following what happens next
The dashboard shows your balance, open positions and every deposit or withdrawal, matching the figures on your account statement exactly. Nothing gets summarised into one number that hides the detail underneath.
Getting money out
A withdrawal is requested from the same dashboard and returns to the method you paid from. There's no minimum holding period and no charge on our side for asking.
The best mobile investing app for Canadians on the move
One login, one balance. Open it in a browser on your laptop or on your phone, nothing to install and nothing that only works in one place.
- Desktop - full dashboard, charts and account statements
- Mobile - balances, positions and withdrawals on the go
An example of what your deposit could look like
Move the slider to model a larger deposit, the figures scale from a representative plan starting at the minimum deposit. This is an example, not a promise; your actual income depends on how much capital you invest and the strategy you set with your analyst.
Figures are illustrative. Your actual income depends on how much you invest and the strategy you set with your analyst.