The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!
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Semi-annual investment statements |
Date of availability |
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Electronic version (.pdf) (in My Client Space, iA Mobile, the Advisor Centre) |
Week of January 19, 2026 |
How to access their electronic investment statements?
For your clients:
- 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.
For you:
- 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
See the document Key elements to understand investment statements (F13-942A).
Encourage your clients to go digital and discover all the benefits, including the iA Mobile app!
