With the recent change to its back office service provider made by Industrial Alliance Securities, clients now have a more robust on-line access tool. This new tools allows users to view portfolio values, investment holdings, review investment and account performance, and gain additional functionalities. Clients must have a User ID and Password to access the site. To obtain a User ID and Password, please print out and complete a ‘Client On-Line Access Form’. Please forward completed and signed forms to Priya Bhardwaj by mail or fax. For a household access, all unique account holders in the household must sign the Client On-Line Access Form.
Wealth-By-Design
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