Good news! The functionality to add pre-authorized debit (PAD)—already available in EVO Savings and My Client Space for clients—is now also available in the iA Mobile app.
This means even more self-serve tools for them… and more time for you!
In the iA Mobile app, your clients can now:
- Add a PAD for the following products: RRSP, TFSA, FHSA
- Index the amount of their PAD at a set frequency (e.g., 2% per year) (for new PADs only)
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Discover what's new at a glance 👀
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Tip!
Use this guide to help your clients complete certain transactions themselves in iA Mobile app and My Client Space.
🎉 Contest!
Encouraging your clients to log in to their My Client Space or the iA Mobile app could pay off. If your client wins, you win too!
Prizes to be won:
- For your client: $5,000 in cash💰
- For the winning client’s advisor: A $5,000 travel gift card🌴✈️
