We would like to remind you that a new self-serve reporting tool is available on the Investia Advisor Centre. Launched on the week of August 12, 2024 (ref. August 1, 2024 communication), this tool enables you to generate useful reports for your practice, including the “Advisor Service Fee Invoice” report, which was made available upon launch.
This week, you will see two new reports activated for your utilization: the CIRO Membership Summary and the CIRO Membership Invoice reports.
As we continue to fine-tune the new tool, additional reports will be made available to you. Stay tuned via the weekly The 360 Newsletter for updates.
What to expect
Similar to how you were able to generate reports under the Univeris “Options” tab, you can select the filters appropriate to your requirements and generate the report. Please review screenshots below for more information.
Step 1: The self-serve tool is accessible via a new button called “Reports” available on the Investia Advisor Centre tool bar:
Step 2: Once you have clicked on the “Reports” button, you will be taken to the report generation page where you can apply the following filters:
- Date
- Region
- Branch
- Advisor
Step 3: Upon completion of the filters, you will need to click on the “Generate Report” button located at the bottom left of the screen.
Additional information
Should you have any inquiries or require further clarification, do not hesitate to contact our Client Services team, by email at investia@investia.ca, by phone at 1-888-684-5548, or via the chatbot feature on the Advisor Centre.
Thank you for your continued support.
