The new portal has an intuitive, easy-to-navigate interface that provides at-a-glance access to your financial information and investment performance, simple self-registration and password reset, and so much more.
You can learn more about the portal and its features here (https://www.iaprivatewealth.ca/clientportalinfopage).
More than ever, digital technologies are an important avenue for staying in touch and keeping you informed. We encourage you to take a few moments to register for the new portal. Please note, creating a new access code and password is part of the registration process for the new portal.
If you prefer to continue using your existing portal with your current login details, you can access it here. This portal will be available until June 30, 2021, at which point it will be necessary to register for the new portal.
If you have any questions, please feel free to get in touch at any time.