Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages and schedule appointments. Request account changes and download statements.
Track daily income, expenses, and transfers. Create budgets to manage spending. View account balances, debts, and net worth in one place. Set financial goals and monitor progress. Sync data across devices.
