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.
Manage investments with customizable portfolios, track performance, and access market data. Set up automatic contributions and adjust risk levels. Monitor expenses and generate reports. Withdraw funds and view transaction history.
In children's future with professionally managed portfolios. Receive financial gifts from loved ones and save milestones as memories. Set up recurring contributions and track investment growth over time.
View investment options including , ETFs, government bonds, and indexes. Manage funds with SIPC and FDIC insurance. Access assets stored securely with Interactive Brokers. Track portfolio performance and adjust investments as needed.
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.
Analyze portfolio allocation and performance with AI insights. View real-time market impacts from news. Compare stocks against peers and sectors. Execute trades based on AI-driven insights.
View investment holdings and account details through Portfolio View. Set up custom watchlists to track stocks and market trends. Access accounts using Face ID or Touch ID for secure authentication.
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.