Introducing your new client portal

A secure, user-friendly and comprehensive way to view your portfolio information.

Adapted to your needs

  • Convenient
  • At-a-glance, consolidated access to all your account information and documents.
  • Easy to use
  • Intuitive design to help you find information easily and maximize understanding of your portfolio.
  • Secure
  • Access your accounts safely and securely – protected by your confidential password, security questions and state-of-the-art encryption technology.
  • Paperless
  • View key documents such as account statements and tax slips electronically to reduce your paperwork and help the environment.

Registering for the new client portal is quick and easy

Follow these 3 simple steps to complete your registration:


and click on Register.


Answer a few questions
to verify your identity.


Choose your own access code and set up your security settings, then you are all set!

Frequently Asked Questions

To learn more about the information required during the registration process, please refer to this quick reference guide.
Yes. Please contact Client Services at 1-866-384-5840 to link the entity accounts to your access.