The RRSP-TFSA-FHSA campaign is in full swing! Take advantage of this key period to remind your clients of the importance of updating their contact information in My Client Space.
Take a moment to verify your clients' mailing address, phone number, email on record and preferences regarding the use of their personal information and make sure that their information is up to date.
The key to prompt communication with clients
Did you know that many clients have not added an email address in My Client Space even though some documents are sent to them by email?
- Adding an email will allow them to get informed quickly when their statements or other documents are available.
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My Client Space: a time-saver Your clients can complete several transactions directly in their My Client Space. Transactions are processed immediately, and you are automatically notified through the Business Tracker. Benefits include:
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Clients without email on file –How to get your personalized list
- From the My Clients tab in your Advisor Centre, click on the image at the bottom of the screen (Individual Savings – Obtain your clients’ investment data), then select Clients without email on file.
You will also find other lists to assist you with your business development!
How to guide your clients to add their email in My Client Space
Your clients can do it themselves in just a few clicks!
- Login to My Client Space
- Click on this icon:
- Click on Personal Information, then add an email address.
