If you know about the InvestRight Guide to Investing: How to make informed investment decisions, you’ve probably gone through it on a computer and used the interactive worksheets.

For those of you reading about it for the first time, let me give you a quick refresher. The Guide to Investing is a free resource that provides you with a bunch of great information that helps you to become more confident and involved with your investments, including:

  • Practical guidance on choosing (or changing) an investment advisor
  • Simple steps for monitoring your investments
  • Where to go and how to use research when making investment decisions
  • Words of caution about investing in private companies

The Guide to Investing comes in PDF format and it is available on our website for download. What’s great about the PDF format, is that you can load it onto iPad through the iBooks application for free. This is also true for the iPhone and iPod touch.

Putting the Guide to Investing on these devices allows you to have it with you for quick reference when you are checking in with your advisor, or doing some casual reading during the summer holidays. I know most people want to relax and not think about money during July and August. However, it’s been awhile since RRSP season, which may have been the last time you were thinking about your investments.

Furthermore, saving the Guide to Investing on a mobile device gives allows you the flexibility to go through it at your leisure. Personally, I find myself using our iPad a lot more around the house for casually surfing the internet and research. I often put apps and documents I want to try out on it, and then go back over time to test them out or read them.

Finally, putting the Guide to Investing onto a mobile device saves paper, which is good for the environment.

To get the Guide to Investing in PDF format on your device, simply,

  • Navigate to the “Get the Guide” page on InvestRight
  • Link to the PDF, and it will download onto your device
  • Touch the screen to make a bar with two buttons appear on the top of the screen
  • Click on the button on the top right that says, “Open in iBooks”
  • The Guide to Investing will appear on the bookshelf, and remain there

If you are working from a computer, and you want to put the Guide to Investing into iTunes, Apple provides instructions on viewing, syncing, saving, and printing PDFs on their portable devices.

If you want to use the worksheets, you will still have to access the Guide to Investing on your computer, since iBooks does not give you the ability to fill in PDF forms. I came across one app that will give you this functionality. However, I haven’t tested or downloaded it, so I can’t say how well it works. You also have to buy the app, so I will leave it up to you whether or not it’s worth purchasing.

If you do decide to download the Guide to Investing onto your mobile device, let us know what you think by commenting on this post.

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In Your Community – February 2015

BCSC staff ambassadors tour the province, helping people protect themselves from fraud and unsuitable investments. Our goal is to enable BC investors to develop critical thinking skills to inform them of steps they should take to protect themselves when investing. Where we are this month Burnaby Be Fraud Aware February 5 Private event Abbotsford Be […]