iA Private Wealth
Monitor portfolio, chat with advisor
Industrial Alliance Insurance and Financial Services Inc.
iPhone Screenshots
Description
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.
Securely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go!
Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime. The iA Private Wealth Mobile App features:
- Comprehensive account information
- Downloadable tax and other documents
- Advisor contact information
- Optional biometric authentication for added security
Keep tabs on your progress towards your wealth goals wherever and whenever – download the iA Private Wealth Mobile app today.