The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!
Important Dates
| Semi-annual investment statements |
Dates of availability |
| Electronic version (.pdf) (in My Client Space, iA Mobile, the Advisor Centre) |
Week of July 10, 2023 |
| Paper version (by mail, according to the client's communication preference) | Progressively, as of July 17, 2023 |
How to access 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!
