Good news! Clients can now view their beneficiary details for nominee accounts directly on their Client Portal under the “Client Information” section.
As an advisor, you can also view this information through the Mirror View option.
Important consideration
As a best practice, you should review beneficiary designations with your clients on a regular basis to ensure they remain up to date. Please note that beneficiary information on the portal is for informational purposes only. All documentation will be reviewed at time of estate settlement to validate the beneficiary designation(s).
Mobile app
We have already started the work to make this feature available on the mobile app – stay tuned for more information which will be shared in the 360.
More information
Should you have any questions, we invite you to 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.