Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
By taking a moment to verify your clients' mailing address, telephone number, email on record and preferences regarding the use of their personal information, you play an important role in ensuring that their information is up to date. This is all the more relevant this year as we go digital in 2025.
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The digital shift is a priority for iA! iA Financial Group is strengthening its commitment to environmental sustainability and continuing its digital shift. Starting in 2025, your clients’ correspondence (statements, communications, and transaction confirmations) will become exclusively available in their Client Space or via the iA Mobile app. By downloading the iA Mobile app now, they can manage their investments at their own pace and view their documents when it suits them. |
The key to prompting communication with clients
Did you know that many clients have not added an email address in My Client Space even though they receive some of their documents from iA electronically?
- Email is intended to inform them promptly when their statements or other documents are available in My Client Space.
Clients without email address on file - How to get your personalized list
- From the My Clients tab in your Advisor Centre, click on Individual Savings - in the Individual Savings – Obtain your clients’ investment data bottom left corner of the screen, then select Clients without email address 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 will be able to proceed on their own. Now is the best time for them to update their contact information. Just a few clicks and it's done!
- Login to My Client Space
- Click on this icon:
- Click on Personal Information, then add an email address.
