THE 360 NEWSLETTER

Following the launch of the Business Tracker (reference: June 15, 2023 communication), which was made available on the Advisor Centre as of Monday, June 19, 2023, we are happy to announce that an additional process type will be added to this tool.

As such, starting July 21, 2023, Fee Reimbursement will be added to the list of process types so that you can track your fee reimbursement requests and their progress.

What is the Business Tracker?
The Business Tracker is a “one-stop shop” for the requests you upload for processing through the Advisor Centre so that you can stay up to date on their progress and plan your follow-ups more efficiently. Updated continuously, the Business Tracker provides an almost real-time view of your requests so that you can have more agility to react quickly where needed.

How it works
Simply search your request by date, rep code, client name/ID, type or status, then track its progress. The arrow on the right of the status is where you can click to access/download/print the document you uploaded for processing.

Statuses
The statuses on the tool will be refreshed every 5 minutes to ensure you remain up to date when tracking your requests. Here is an explanation of each status:

Next Steps
In the spirit of continuous improvement, our team is actively working on adding other processes, currently under exploration, as well as the next phases of development. Stay tuned for the next issues of the 360 for information as we will be sharing more information on what we have in store for you.

Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.