Video: Your portfolio at your finger tips

Check your portfolio in just a few clicks on our secure Client Portal. This simple and convenient tool is constantly evolving to meet your needs. Once you log in, you'll see a summary of your accounts on a single screen.  Only your active accounts will be visible. To see your closed accounts, select Include Closed Accounts at the top of the table. To view a specific account, click on the account number. You'll be redirected to the Account Holdings section. Use the drop-down menu to see detailed information about the holdings in each of your accounts.

In the Activity section, you can view all transactions in your accounts by date.

In the Performance section, you can easily track your accounts' performance through tables and graphs showing changes in the market value and net amount invested. You can also use the dropdown menu to display all your accounts on a single page. Under the Realized Gain/Loss section, you can view your realized gains and losses for each transaction and each account. In the Plan information section, you'll find additional information on self-directed registered plans, including things like your RRSP contributions and RRIF minimum. You can also get statements for any account from the dealer.  Self-directed account holders can also access trade confirmations and tax receipts issued by the dealer.

In your Profile, you can give your accounts nicknames.

Click the icon in the top right corner for your advisor's contact information. Go green and sign up for electronic documents. Contact your advisor to sign up for this service. E-delivery is secure, fast and convenient. Your client Portal: an essential tool to access your information.

Screen with logo.