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.
Access client accounts
Due to a technical issue, some of the tax slips are not available on the Advisor portal. Our teams are diligently working on restoring the situation as quickly as possible. In the meantime, we invite you to download them from Myserv. We apologize for the inconvenience.
Sign in to this portal to see a number of reports that will help you manage your client accounts.