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:
-
Phone