THE 360 NEWSLETTER

Following our March 7, 2024 communication, we would like to remind you that in April 2024, a new process will enable you to enter your clients’ banking information more quickly and efficiently.

More specifically, starting April 29, 2024, all changes to client banking information (i.e., addition of new information or cancellation/updates of existing information) will have to be made via the Advisor Centre, as follows:

• Log in to the Investia Advisor Centre;
• Search for the client in the window below;
• Use the new Banking Information icon.

IMPORTANT NOTE: Effective the week of May 6, 2024, the “Bank accounts” section in Univeris and the banking information section in AccountXPRESS will no longer be editable and remain available for consultation purposes only.

More information
Don’t miss the following two events for more detailed information on the new process:

• The April Water Cooler, which will be held on Thursday, April 18, from 2:30 to 3:15 p.m., where a short demo will be presented, and;
• A live webinar, which will be held on Wednesday, April 24, from 2:30 to 3:15 p.m., for a complete information session. The invitation will be sent by email shortly.

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.