To better help you with your financial success, we have provided a number of helpful forms and instructions for easy access.
To obtain login access to your portfolio:
Client Authorization for Householding and Client On-Line Access (PDF)
Notice of Address Change Form
Change of Address (PDF)
Social Insurance Number Application
SIN App (PDF)
Administrative Corner (Frequently Asked Questions)
For all administrative matters for your account, anything that is not related to placing or making a trade for your account, please contact Lara Huska. Lara can answer many of your questions, and if required, will be best able to connect you to John Tabet either immediately or to schedule a meeting or phone call. Lara can be reached at 905-338-8343 x 230
Q: I want to make a deposit to my account, who do I make a cheque payable to?
A: Cheques can be made payable to Industrial Alliance Securities.
Q: How do I withdraw/transfer funds from my IAS Account?
A: To transfer funds please contact Lara Huskaat 905-338-8343 ext. 230. If the funds are readily available in your account they are electronically transferred to your personal bank account in approximately 48 hours. If holdings within the portfolio need to be sold to make funds available to withdraw cash (can take up to 5 business days to receive funds), John will review your portfolio and make recommendations accordingly.
Q: How do I schedule a time to meet with John Tabet?
A: Please contact Lara Husk at 905-338-8343 ext.230 to schedule a meeting in person or over the phone.
Q: I have recently moved. How do I update my address for your records and for my account with Industrial Alliance Securities?
A: Please notify us of your change in address using the Notice of Address Change Form available on the website.
Q: My Bank Account information has changed. What do you need from me to update my account?
A: If your banking information has changed please send us a copy of a cheque and verify which account it is to be used for.
Q: Am I able to view my portfolio online?
A: Yes. Industrial Alliance Securities offers on-line access to accounts and portfolios. This is read only access. You are not able to place trades or make administrative changes to accounts. Please contact Lara Huska at 905-338-8343 ext.230 to obtain online access to view your portfolio.
Q: What is the current contribution limit for RESP’s (Registered Education Savings Plans) and until what age am I able to contribute?
A: The current contribution limit is $2500 per child per year, and for this the Government of Canada provides a grant of 20% ($500). Annual contributions must be made by December 31st. You can carry back contributions for years in which you did not make the full RESP contribution, but you can only do so one year at a time. Contributions can be made up until the child’s 17th birthday, but not beyond.