View the status of your holdings on any mobile device or computer at any time using the same username and password.
Get at-a-glance, consolidated access to all your account information and documents.
Securely exchange sensitive documents with your advisor and access your advisor’s contact information.
Access to your accounts is safe and secure – protected by state-of-the-art encryption technology.
View key documents such as account statements and tax slips to help you stay organized, reduce paperwork and help the environment.
We encourage you to go paperless by selecting electronic delivery in either the client portal or mobile app.
At any time, should you wish to view your statements, tax slips or other documents you can do so through either of the digital portals.
1-866-384-5840, Monday through Friday between 8:00 a.m. and 8:00 p.m. EST. For all other inquiries, please contact your Investment Advisor.If you have technical questions or need immediate help, please reach out to our support team at