The Investia app

A free app designed to help you keep track of your investments.

Download it today!

App Store Google Play

To use the app, you will need to create an account in the app or on the Client Portalopen_in_new.

Win $1,000 🎉

To enter this monthly contest for a chance to win $1,000 in cash, simply log in to your mobile app or Client Portal at least once during the month. Good luck!

Enter

Designed to make your life easier!

  • checkAccess your accounts quickly, at any time
  • checkSee your investment balance
  • checkContact your advisor using the “Contact us” section
  • checkReview and download your electronic documents
  • checkLog in with biometric authentication (Touch ID or Face ID)
  • checkSecurely send documents and messages to your advisor
  • checkCheck the rate of return on your investments
  • checkTrack the evolution of your investments over time
  • checkModify your personal information (address, phone number, etc.)

See the Investia app in action!

Download the Investia app!

A free app designed to help you keep track of your investments.

App Store Google Play

To use the app, you will need to create an account in the app or on the Client Portalopen_in_new.

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Get access to your investment accounts.

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