View account balances and search up to 24 months of transaction history. Access copies of cleared checks. Transfer funds between accounts. Pay bills with prior Bill Pay setup. Deposit checks by photo.
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
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.
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.
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
