Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
Set financial goals with customizable plans. Calculate likelihood and adequacy scores for each goal. Generate budgets based on location-specific cost of living and salary data. Review personal financial plans to track progress and adjust strategies.
Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.
Calculate net income after federal, state, and local taxes, FICA contributions, retirement savings, and payroll deductions. Compare job offers, plan retirement, and optimize tax strategy. Break down pay for annual to weekly frequencies.
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.