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Investor Education Centre Learn About Your Personal Financial Website
Your Personal Financial Website
In this hectic environment, one of the biggest issues facing most Canadians is not having the ability to view all their financial information in one place. Many clients receive multiple statements from multiple sources and the result can be both confusing and frustrating.
To help our clients, IPC has developed the Personal Financial Website.
As an IPC client, this exclusive service allows you to:
- Access your IPC Portfolio Statement 24/7
- Track your entire net worth (including liabilities and insurance policies)
- Receive secure communications from your advisor
- Post important documents
- Track all your financial information in one secure, password protected web site
- And it is customized just for you
In order to help familiarize yourself with your Personal Financial Website, you can watch the self-running PowerPoint presentations listed below. If you do not have Microsoft PowerPoint, click here to download a free PowerPoint Viewer.
How can I view my account online?
How can I change my username or password?