Manage investments with customizable portfolios and real-time market data. Track performance, set financial goals, and receive personalized insights. Adjust asset allocation and monitor expenses across multiple accounts.
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 investment performance with historical data and portfolio reports. View transaction statements for any period. Download statements and account details in one click. Log in using Google email.
Manage investments and track portfolio performance
Manage investments and monitor portfolio performance. View detailed analytics and market trends. Add, remove, or adjust holdings. Set up recurring contributions and track historical performance.
Screen stocks, mutual funds, ETFs, and indices with real-time price data and fundamental analysis. Filter investments using screening tools. Access news, forecasts, and market updates. Place trades and track portfolio performance.