We would like to thank everyone who attended our live webinar dedicated to our new and improved process for adding and cancelling banking information, which was held on Wednesday, April 24.

Replay Link
If you missed it or would like to watch it again, click here to access the replay, which can also be found on the Advisor Centre under the Guides and Training / Training Videos section.

Reference Material
For more information regarding the new banking information addition and cancellation process, please read Administrative Procedure # 63 – Addition or Change of Banking Information, which can also be found on the Advisor Centre under Procedures & Forms / Administrative Procedures.

Please let us know if you have any topics you would like us to cover in future webinars, by writing to us at learning@investia.ca.

Should you have any questions reading client banking information, please contact Client Services, by email at investia@investia.ca, by phone at 1-888-684-5548 or via the chatbot feature on the Advisor Centre.