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Availability of semi-annual investment statements

January 12, 2024

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:

  • 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!

 

Topic : Savings

Written by iA

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