THE 360 NEWSLETTER

Following the March 14, 2024 communication, we are pleased to announce that clients will be able to select their document delivery mode on the Client Portal based on the following document types effective Monday, April 8, 2024:

• Statements
• Tax documents
• Transaction documents

How this will work
For new clients, the landing page will be updated to the following screen where clients can select their delivery preference by document type for each of their client IDs:

On the same screen, clients will also be asked to confirm their mailing address and email address for document delivery. They will be able to update these addresses if there is any change in the same screen, as shown below.

Modifying document delivery preferences
New and existing clients will be able to manage their document delivery preference under the “Client Information” section, where they can click on the “Modify” button under “Electronic Delivery of Documents”. This will take the client to the same screen as shown above.

Viewing clients’ delivery preferences on the Advisor Centre
You can now see which of your clients have made what selection through the “Client search” screen on the Advisor Centre by downloading a client list in Excel format.

For existing clients, the 3 document type preferences will show the same selection (all paper or all e-delivery) based on their previous selection. They will be able to modify their selection by document type from their Client Portal account as explained above.

Mobile app
We have already started the work to make this feature available on the mobile app and you will hear from us soon when it is ready to be launched.

Client Portal Starter’s Guide
The Client Portal Starter’s Guide will be updated shortly to reflect these changes.

Should you have any questions, we invite you to 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.