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For clients: your portal
See your accounts, send documents, update your profile, and keep up with your advisor.
Getting in
Your advisor sends an invitation to your email. Open it, create your sign-in with the same email, and you're in. The link works once.
What you can do
See your net worth and accounts as your advisor has them, send documents they ask for, update your financial profile, tick off your to-do list, and read meeting summaries and plans your advisor shares.
Never upload anything showing your full Social Insurance Number or full account numbers: black them out first, leaving at most the last four digits.
The portal is available in English and French; use the Language switch to change it.