Please be advised that Q1 statements (from January 1 to March 31, 2025) will be available in the Investia Client Portal before the end of the week for all clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

Quarterly statements on the Client Portal
As a reminder, quarterly statements can be found on the Client Portal (and can be consulted via the mirror access on the Advisor Centre) and are no longer archived in Univeris. 

Trade date
Transactions appear on statements using the “Trade Date” instead of the “Settlement Date.” As a result, trades placed near the end of the quarter that have not yet been settled will appear on the statement. This applies to all quarterly statements.

Joint accounts
Statements are generated for each owner. If the primary owner is registered for e-delivery or if the joint owner’s address or language differs from the primary owner’s, a statement will be mailed to the remaining owner(s). Below is a summary of the statement distribution logic:



Related party address
Please do not forget to update the address of the joint account under the “Related Parties” section, when applicable. If the related party’s address is not updated, the joint owner’s statement will not be mailed to the new address. 

Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548, or by using the chatbot feature on the Advisor Centre.