THE 360 NEWSLETTER
Important Reminder – System Maintenance (Univeris, Advisor Centre, Client Portal and Mobile App)
Top news November 17, 2022We would like to remind you that we will be conducting system maintenance for Univeris on the weekend of November 18, 2022.
As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and Mobile App will be unavailable starting tomorrow, Friday, November 18, 8:00 p.m., until Monday, November 21, 6:00 a.m. (ET).
Should you require additional information, please contact our Client Services Team, by email at investia@investia.ca, or by phone at 1-888-684-5548.
Also in this issue
- Document Transmission Feature on the Advisor Centre – Improvement to our Process and Useful Reminders
- Important – Mutual Fund Licence Renewal for 2023
- nesto and Investia Mortgage Referral Program and Contest Winner
- Estate Settlement – Two New Forms and Amended Administrative Procedure
- Interfund Switch Form – New Transmission Process
- Locking-In Confirmation Transfer In Form
- New Client Article
- Reminder – Elimination of Cheques From Your Daily Processes and Client Payment Options
- New Feature on the Client Portal and Mobile App
- New Uploading Option on the Secure File Upload Tool – Bank Deposit Backups
- Change to Remote Account Opening Administrative Procedure Name and Important Reminders
- KYP Tool Update – Due Diligence Resets & Email Alerts
- Holiday Shopping Is Starting Soon, and so Are Cyberattacks
- iA Clarington Webcast Date Change
- The Greatest Hits – Your Client’s Top 3 Calculators (PPI)
- Monthly Market Snapshot – November 2022