Access Your
Investment Accounts

Our digital portals offer access to your accounts anytime, anywhere.

Client Portal and Mobile App Benefits

We are committed to continuously enhancing our digital services, making it convenient for you to review your portfolio, access your documents and interact with your advisor – quickly and easily through our online client portal and mobile app.


24/7 convenient access

View the status of your holdings on any mobile device or computer at any time using the same username and password.


Comprehensive overview

Get at-a-glance, consolidated access to all your account information and documents.


Interactive interface

Securely exchange sensitive documents with your advisor and access your advisor’s contact information.


Highly secure platform

Access to your accounts is safe and secure – protected by state-of-the-art encryption technology.

Paperless options

View key documents such as account statements and tax slips to help you stay organized, reduce paperwork and help the environment.

Registration Made Easy

Registering for the client portal and mobile app is straightforward.
Simply follow these three steps to get started:

Step 1

Client Portal: Click here

Mobile App: Visit the Apple or Google store to download

Step 2

Input your client ID and
answer a few questions to
verify your identity

Step 3

Choose an access code and
password, then set up your
security settings

Go paperless

We encourage you to go paperless by selecting electronic delivery in either the client portal or mobile app.

At any time, should you wish to view your statements, tax slips or other documents you can do so through either of the digital portals.

support_agent If you have technical questions or need immediate help, please reach out to our support team at 1-866-384-5840, Monday through Friday between 8:00 a.m. and 8:00 p.m. EST. For all other inquiries, please contact your Investment Advisor.