Client Portal and Mobile App
Clients can access their investment accounts to see the status of their portfolios, view documents or interact with their advisor at any time through our online Client Portal or mobile app.
Online account access offers a number of benefits, including:
24/7 convenient access
View the status of your holdings on any mobile device or computer at any time using the same username and password.
Comprehensive overview
Get at-a-glance, consolidated access to all your account information and documents.
Interactive interface
Securely exchange sensitive documents with your advisor and access your advisor’s contact information.
Highly secure platform
Access to your accounts is safe and secure – protected by state-of-the-art encryption technology.
Paperless options
View key documents such as account statements and tax slips to help you stay organized, reduce paperwork and help the environment.
Registration Made Easy
Registering for the client portal and mobile app is straightforward.
Simply follow these three steps to get started:
Step 2
Input your client ID and
answer a few questions to
verify your identity
Step 3
Choose an access code and
password, then set up your
security settings