Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?
Maximise your time during RRSP season
Time is never on our side during busy periods such as RRSP season. Fortunately, we have a great time-saving solution for you!
The contribution tool allows clients (looking to follow their established investment strategy) to make their own RRSP and TFSA contributions, allowing you to focus more time on those for whom your advisory role is invaluable.
Two platforms, same great features!
Available in both our award-winning iA Mobile app and in My Client Space, the contribution tool has a simple, clear and user-friendly interface, along with some great features such as:
- Same-day deposit (if received by 4 pm (ET) on business days)
- Investment options
- Instant email confirmation
What’s more, contributions made via this method are eligible for the same credits and commissions as if the contribution had been made in your presence!
Once the client has completed their contribution, the transaction confirmation will be sent to them as usual. You will also receive a copy of the notification in the Business Tracker.
📣 Tell your clients about it today!
- Facebook and LinkedIn posts available in the Web Showcase
- Email template - Contribute with iA Mobile
- Email template - Contribute with My Client Space
For more information, download the guide to see the contribution tool for yourself. To learn more about the iA Mobile app and to download it, visit ia.ca/iamobile-en.
Good luck with your sales!
