THE 360 NEWSLETTER

We are pleased to inform you that our Client Portal Starter’s Guide has been amended to reflect the recent modifications added to the registration screen.

The updated guide not only provides detailed information to assist your clients with portal registration (account creation), it has also been amended to facilitate browsing and the use of some of the key functionalities of the site such as secure document and message sharing between clients and representatives, address changes, family linking creation and viewing, to name only a few.

This guide may also be used to support your client when creating their account on the Investia Mobile App, as the steps to register are the same regardless of whether registration is done through the Web client portal or the App.

We invite you to click here to read the amended guide, which may also be found on the Advisor Centre under Guides and Training / Technological Tools.

Investia Mobile App – Web Page

As a reminder, this Web page is a valuable tool to share with your clients should you wish to encourage the installation of the app. It includes instructions and a quick video.

For more information, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca, or by phone at 1-888-684-5548.