Given the large number of documents we receive on a daily basis and in order to optimize their indexing to make your work easier, we would like to share with you a revamped version of our imaging procedure.
In this version you will find important reminders, as well as pertinent details regarding the different types of documents to be processed and the exact procedure for each.
As complementary information, we invite you to refer to the March 21, 2024 communication for a summary of best practices regarding document uploading.
Click here to read Administrative Procedure # 15 – Imaging, which can also be found on the Advisor Centre under Procedures & Forms / Administrative Procedures.
Should you have any questions or require further clarification, 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.