THE 360 NEWSLETTER
Client Fee Dashboard - Report Now Available Displaying Clients With Active Banking Information
Business tools September 7, 2023We would like to inform you that effective today, Thursday, September 7, 2023, Representatives can now generate a list of their clients and view which of them have at least one active banking information on record.
A new column displaying this information has been added to the report that can be generated in the Client Fee Dashboard.
We hope you find this enhancement useful.
Should you have any questions or require additional information, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548 or by using the chatbot feature on the Advisor Centre.
Also in this issue
- Investia Client Administrative Fee – Deductions from Commissions on September 14, 2023
- Privacy and Client Consent – Updated NCAFs/KYC Update Form
- New Client Article
- New! Investia Logo on the Advisor Centre and Logo Use Guidelines
- Our Virtual Water Cooler Chats Are Back! Special Edition on Cybersecurity
- The Chronicles of our Cyber-Experts