Your clients can stay connected with direct, secure access to their accounts and documents

Photo of a woman sitting down and smiling while working on her computer

Keep your clients connected

Your clients will be able to: 

  • View their accounts anytime, anywhere
  • View their balances, holdings and transaction history 
  • View and download account statements, tax slips, trade confirmations and more 
  • Take advantage of a modernized investor experience 
  • Access eDelivery options and electronic inserts

Quotes and markets

  • View information on equities, options, mutual funds and fixed-income securities

  • Current market information

  • Stock quotes


  • Market value updates every 15 minutes

  • Consolidated account view

  • Modern look and feel

Got any questions?

Sales team

Take advantage of our sales team's expertise and receive personalized advice.


Write to us with the details of your request or question. We'll respond as soon as possible.