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.
Create and manage travel trips by adding participants. Enter individual expenses to calculate IOUs. View total payments needed or send cost breakdowns via email.
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
