View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
Invest in diversified portfolios with automatic contributions. Choose from curated ETFs by providers like J.P. Morgan and Vanguard. Avoid account and transaction fees. Set investment goals and adjust contributions manually.
Manage investment portfolios with expert guidance. View diversified portfolios tailored to your goals. Receive explanations for portfolio changes. Adjust investments and track performance over time. Access market and adjust strategies as needed.
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
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.