Good news! Our new estate document transmission tool (for nominee accounts) is now available on the Investia Advisor Centre, in the “Client Search” section of the home page:
Designed to streamline estate processing, this tool ensures all documents are submitted in compliance with requirements and that no steps are overlooked. With this new feature, estate cases can be processed with improved accuracy and efficiency, ultimately enhancing the quality of our service.
Key considerations
- Please use this tool for all estate requests and discontinue the use of the “Estate Processing” option in the Secure File Upload Tool. Uploading documents in both locations will create duplicate submissions and may lead to delays.
- The Estate Processing Tool allows you to submit and upload documents for each plan type held by the client and will track progress within our Business Tracker Tool by plan.
To help you navigate the new tool, we have prepared a new administrative procedure on how to use it. Click on the link below to access it:
Should you have any questions or wish to share comments or feedback, please reach out to us at estates@investia.ca, or contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.
