THE 360 NEWSLETTER
We are pleased to announce that Monday’s launch of multi-factor authentication on the Investia Client Portal was successful! The integration of multi-factor authentication will add an extra layer of security for your client’s accounts.
We would like to remind you that the following reference material has been made available:
For clients
- A Multi-Factor Authentication web page on the Investia website with step-by-step guidance on the MFA process, including a detailed guide for each of the four available authentication methods, and a FAQ
For advisors
- A customizable turnkey letter: Client Turnkey Letter – Client Portal MFA
- Virtual Water Cooler Chat on multi-factor authentication (MFA) recording link: Virtual Water Cooler Chat – November 17, 2022
Should you require additional information, please contact our Client Service Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
Also in this issue
- Important Reminder – Mutual Fund Licence Renewal for 2023
- Reminder – Morningstar Advisor Workstation Subscription and Renewal for 2023
- New Client Article
- New One-Time PAC Feature in Univeris
- Unclaimed Property – Reminder of Requirements and Upcoming Suspension of AWDs
- Investment Objective Suitability – 10% Variance
- Risk Rating and Objectives/Asset Allocation Adjustments to Certain Funds
- Risk Rating Changes – Dynamic Funds
- The Holiday Season Is Upon Us… Cybercriminals Are Looking Forward to it!
- INFOclip – Transferring Wealth to Future Generations (PPI)
- Portfolio Manager Video – Market Analysis & Fund Updates