The semi-annual investment statements as at December 31, 2024, will soon be available! This is a great opportunity to contact your clients and kick-start the RRSP campaign.
Important dates
|
Semi-annual investment statements |
Dates of availability |
|
Electronic version (.pdf) (My Client Space, iA Mobile, Advisor Centre) |
Week of January 20, 2025 |
| Paper version (by mail, according to the client's communication preference) | Progressively as of January 20, 2025 |
How to access electronic investment statements?
For your clients:
- From My Client Space: via Your Documents section.
- From the iA Mobile app: via Individual Savings and Retirement, under the Your Documents tab.
For more information on the semi-annual investment statement
See the document Key elements to understand investment statements (F13-942A).
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, your clients’ correspondence (statements, communications, and transaction confirmations) will become exclusively available in their 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!
