Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.
Instructions for registering to My Client Space are now more detailed, to avoid any confusion during the registration process. See the example below.
The digital shift is a priority for iA!
iA Financial Group is strengthening its commitment to environmental sustainability and continuing its digital shift. Starting in 2025, several documents from your clients’ correspondence will become exclusively available in My Client Space or via the iA Mobile app.
By downloading the iA Mobile app now, they can manage their investments at their own pace and view their documents when it suits them.
Encourage your clients to go digital now!
