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: