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簡介

Investia Financial Services Inc. is a mutual fund dealer that offers you a complete range of financial products and services. Our representatives put their expertise at your service in order to make your projects a reality.

Investia Financial Services Inc. is a wholly owned subsidiary of iA Financial Group, one of the four largest life and health insurance companies in Canada and one of the largest public companies in the country. Industrial Alliance's stock is listed on the Toronto Stock Exchange under the symbol IAG.

Investia and iA Financial Group share values that will take you far: service mentality, high performance climate and team spirit.

Investia App

The Investia app is a simple and practical way to view your investment portfolio and personal profile anytime, anywhere.
It is a mobile version of your Investia Client Portal: https://client.investia.ca

Here are the current features of the app:
1- Overview of your accounts

Allows you to view the details of all your accounts, the list of client numbers belonging to the client connected to the application, the consolidated market value of all accounts, including those of family relationships created to share account information with you

2- Account details

Provides an overview of a selected account, including the consolidated market value and the balance of each plan

3- Your plans

Allows you to view plan details for a selected account

4- Contact us

This section provides information about your advisor. You will have access to his or her address, phone and fax numbers and email address.



To take full advantage of the Investia app, you must be registered on the Investia Client Portal.


You can use your Investia access code that you used to log into your Client Portal on the Web. If you do not have one, the application gives you the opportunity to register online.

If you have forgotten your access code or password, you can securely reset them.

If you have any questions or require more information, please contact your Investia advisor. You can also get assistance by calling this number: 1 866 383-3306.

新內容

版本 2.7

The most recent update includes improvements to existing functionalities and corrections to minor anomalies.

評分與評論

5.0(滿分 5 分)
1 則評分

1 則評分

App 隱私權

開發者「Industrielle Alliance, Assurance et services financiers inc.」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 使用狀況資料
  • 診斷

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

更多此開發者的作品

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