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) |
Week of January 15, 2024 |
| Paper version (by mail, according to the client's communication preference.) | Progressively, as of January 22, 2024 |
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:
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!
