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Enhancement – Family Linking Option on Mobile App

February 1, 2024

Category: Top news

Good news! Effective immediately, clients can now click on linked accounts from their mobile app and view detailed information of these accounts as well. 

This functionality was already available on the web Client Portal, and now we are happy to make it available on the mobile app too.

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Please note that clients will be asked to update their app to enable this change.

Should you have any questions, we invite you to contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.