Advisor's Secure Website Advantages
The secure website for investment products allows you to manage your clients' files easily. You can:
- produce client lists according to such criteria as the fund or the type of guarantee
- consult investment statements and statements of transactions as of the current date
- access other reports and tools
- commission reports
- list of maturing GIAs
- annuity calculator and simulator for RRIF or LIF payments
- access forms and documents
If you are an authorized employee of an agency, you can consult the secure website to access the same functions as the advisors, without however being able to make transactions in client accounts.
How to Register?
Advisors: Advisors with a distribution contract are automatically assigned a username and password for accessing the secure website. To obtain a distribution contract, please contact your general agent.
Authorized agency employees: To access the site, please contact your general agent and have them send us the documentation authorizing you to access the secure website.