Client Portal Login
THE INVESTIA APP
A free app designed to help you keep track of your investments.
Download it today!
To use the app, you will need to create an account in the app or on the Client Portal.
Designed to make your life easier!
- Access your accounts quickly, at any time
- See your investment balance
- Contact your advisor using the “Contact us” section
- Review and download your electronic documents
- Log in with biometric authentication (Touch ID or Face ID)
And more features to come, including:
- Secure document and message sharing with your advisor
- Rate of return on your investments
- Evolution of your investments over time
- Option to modify personal information (address, phone number, etc.)
Explore the Investia app
Download the Investia app!
A free app designed to help you keep track of your investments.
Download it today!
To use the app, you will need to create an account in the app or on the Client Portal.