June 5, 2023

Introducing Our New Mobile App!

We are excited to announce that the new iA Private Wealth mobile app is now available for download on the Apple and Google stores. Our new app, like our client portal, offers 24/7 access to your accounts and is protected by state-of-the-art encryption technology.

Highlights:

24/7 convenient access

View the status of your holdings on any mobile device or computer at any time using the same username and password.

 

Comprehensive overview

Get at-a-glance, consolidated access to all your account information and documents.

 

Interactive interface

Securely exchange sensitive documents with us and access our contact information.

 

Highly secure platform

Access to your accounts is safe and secure.

 

Paperless options

View key documents such as account statements and tax slips to help you stay organized, reduce paperwork, and help the environment.

 

If you are already using the client portal, you can use the same username and password when logging into the mobile app. If you haven’t registered for the client portal, you need to register before logging into the app.

 

We are committed to continuously enhancing our services, making it convenient for you to review your portfolio and access your documents.

If you have any questions, or trouble accessing the platforms, please let us know.

This article is a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.