Sign in to the advisor portal and management portal of your client accounts
Find useful tools for your day-to-day work and access reports to facilitate the management of your client accounts
Select your sign-in portal
- Advisor tools
- Login to client accounts
Sign in to the advisor portal
Sign in to find our advisor resources.
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Access client accounts
Sign in to this portal to see a number of reports that will help you manage your client accounts.
Due to a technical issue, we have to gradually reinject the 2023 tax slips online this week. We apologize for the inconvenience and thank you for your patience.
Help for advisors
Have any questions?
Sales team
Take advantage of the expertise and personalized advice of our sales team, Monday to Friday, from 8:30 a.m. to 5:00 p.m. (ET).
Use our online form to get information or ask us questions.
Need immediate help?
For support, contact us by phone Monday through Friday from 8:00 a.m. to 8:00 p.m. (ET).