Good news! Clients can now view their beneficiary details for nominee accounts on their Investia mobile app under the Client Information section, as they are also available directly on the Client Portal. 
For nominee accounts outside Quebec only
Please note that beneficiary information is displayed only for clients with nominee accounts who reside outside Quebec. Beneficiary designation does not apply in Quebec. In Quebec, it is only possible to designate a beneficiary for RRSPs held in segregated funds or insurance GICs. This is not permitted for mutual funds, bank GICs, or traditional securities—in these cases, the amounts are paid to the estate, unless otherwise provided in a will.
Additionally, if the client holds an open plan, they will not see this section as beneficiary designations do not apply to open plans. Open plans are classified as:
- SD Open/Non-Registered
- Open/Non-Registered
- SD Group Open/Non-Registered
- Group Open/Non-Registered
- SD Leveraged Plan
It is important for Representatives to review beneficiary designations with their clients on a regular basis and ensure that the information displayed on the Client Portal and mobile app matches what has been agreed upon by the client and is properly documented and on file. The information shown reflects what has been entered in Univeris.
Mirror view access
As a Representative, you can also view this information through Mirror view.
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.
