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.
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and manage benefits securely. Log in with existing website credentials. Navigate account information intuitively.
Create and manage long-term plans by setting and tracking lifetime goals. Input income, expenses, and savings. Generate reports and adjust strategies. Sync with accounts for real-time data. Set reminders for savings targets and milestones.
Calculate tax on and fringe benefits for monthly taxable income. Input employee details to determine tax amount or tax base. View deductions and withholding information. Export results for record-keeping.