Say goodbye
to paper

By signing up
for electronic services

A flexible, secure solution

At any time, you can:

  • Consult your documents, personal rates of return and fund performance
  • View your transaction history
  • Change your address or electronic transfer instructions

Log in to My Client Space, check the required box, save your choice and you’re done! Don’t yet have a My Client Space account? You can create one in just a few minutes using your contract number.

Go to My Client Space

Need assistance?


If you need help accessing your account or signing up for electronic services, contact us at: