The semi-annual investment statements will soon be available!
Important Dates
|
Semi-annual investment statements |
Dates of availability |
|
Electronic version (.pdf) (in My Client Space, iA Mobile, the Advisor Centre) |
Week of July 11, 2022 |
| Paper version (by mail, according to the client's communication preference.) | Gradually, in the week of July 18, 2022 |
How can your client access their electronic investment statements?
- From My Client Space: click on Your Documents and select the desired statement.
- From the iA Mobile application: click on Individual Savings and Retirement, then on Your Documents. Select the desired statement.
How can you access your clients' electronic investment statements?
- Go to the Obtain your clients’ investment data section in the secure Advisor Centre, under the My Clients tab.
For more information on the semi-annual investment statement
Click here to download the document Key elements to understand investment statements (F13-942A).
In periods of volatility, such as the one we are currently experiencing, your expertise and experience will be needed to guide your clients and reassure them when faced with questions brought about by the current market. To learn more about communication tools, please refer to this article Strong winds are blowing in the financial markets: we have tools to help you!
