The semi-annual investment statements will soon be available. Take this opportunity to contact your clients and kick-start the RRSP campaign.
Here are the dates of availability of the semi-annual investment statements in My Client Space, iA Mobile, the Advisor Centre and by mail:
|
Semi-annual investment statements |
Dates of availability |
|
Electronic version (.pdf) |
January 15, 2021 |
|
Paper version |
Gradually, in the week of January 18, 2021 |
How can your client access their electronic investment statements?
- 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.
How can you access your clients' electronic investment statements?
- Go to the Obtain your clients’ investment information section in the secure Advisor Centre, under the My Clients tab.
For more information on the semi-annual investment statement
Click here to download the document Key elements to understand investment statements (F13-942A).
Keep inviting your clients to go digital and discover all the benefits, including the iA Mobile app!
