Good news! Following a recent update of the Univeris system, please take note that High Interest Savings Account (“HISA”) Fund Fact Sheets are now available in Univeris under the “Fund Facts” section, whereas before they were not available at all in the database. This should make the document sharing process easier for you and your clients who hold these types of accounts.
Should you have any questions, please do not hesitate to contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or using the chatbot feature available on the Advisor Centre.