Manage pensions by connecting pension history for tracking. Consolidate financial accounts in one place. Receive prompts to stay on track with savings goals. Set reminders for savings and budgeting. View detailed financial insights and progress.
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
The app provides tools for allowance and chore tracking, loans, and investments. It teaches children about money management, spending habits, saving, insurance, and investments in a child-friendly manner.
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
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.
Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.