Video: Your portfolio at your finger tips

Take a few moments to get acquainted with our web portal.

You’ll find that your account information is clearly presented with easy to use navigation.

Video: Your portfolio at your finger tips

Viewing your account information has never been more convenient and secure with our easy to navigate web portal.

Once you log in, you’ll be presented with a consolidated view of your accounts. At a glance, you’ll see your accounts on a single screen. To view a specific account, simply click on the account number. You can also switch between your accounts by using the drop-down menu. Your account’s performance summary is a click away.

In the Activity section, you can view all transactions in your accounts by date. There’s also a link to historical transactions for accounts opened prior to September 2020.

View gains and losses resulting from any sell transactions by account. You may wish to review these results with your tax advisor.

Retrieve statements for any of your accounts. Self-directed account holders can also access trade confirmations and tax receipts.

If you would prefer to receive documents electronically rather than printed and sent through the mail, please contact your financial advisor to enrol in e-delivery. E-delivery is secure, fast and convenient.

 

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