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Availability of semi-annual investment statements

Jan 12, 2022 7:00:00 AM / by iA

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients and kick-start the RRSP campaign.
Important Dates

Semi-annual investment statements

Dates of availability

Electronic version (.pdf)

(in My Client Space, iA Mobile, the Advisor Centre)

January 14, 2022
Paper version (by mail) Gradually, in the week of January 17, 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).

Keep inviting your clients to go digital and discover all the benefits, including the iA Mobile app!

 

Topics: Savings

Written by iA