The 360

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Latest News

Univeris System Maintenance

December 19, 2024

Category: Business tools

A mandatory Univeris upgrade is required on Tuesday, December 31, 2024, between 4:00 p.m. and 11:00 p.m. ET. During this time, Univeris will be unavailable.

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iA Clarington Advisor Hub – Now Accessible From the Advisor Centre

December 12, 2024

Category: Business tools

Good news! We have collaborated closely with the iA Clarington team to make accessing their Advisor Hub easier for you.

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System Maintenance – Univeris, Advisor Centre, Client Portal and Mobile App Downtime

November 14, 2024

Category: Business tools

Please be advised that we will be conducting system maintenance on the weekend of November 15, 2024.

As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and mobile application, will be unavailable from Friday, November 15, 2024, 9:00 p.m., to Sunday, November 17, 2024, 8:00 p.m. (ET).

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Reminder – Univeris System Maintenance and Downtime

July 25, 2024

Category: Business tools

Please be reminded that we will be conducting system maintenance tomorrow, Friday, July 26, 2024. As a result, Univeris will be unavailable tomorrow from 10 p.m. to midnight ET.

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System Maintenance – Univeris Downtime

July 18, 2024

Category: Business tools

Please be advised that we will be conducting a system maintenance on Friday, July 26, 2024. 

As a result, the Univeris system will be unavailable from 10 p.m. to midnight ET on July 26, 2024.

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System Update – Entry and Update of Client Banking Information

July 11, 2024

Category: Business tools

We would like to inform you that a system update is scheduled to take place this weekend, which will impact the entry and update of client banking information.

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Non-Functional Quarterly Statement Links in Univeris

June 20, 2024

Category: Business tools

As previously communicated, since March 2023, quarterly statements have been centralized in the Client Portal (available for consultation via the mirror access on the Advisor Centre) and are no longer archived in Univeris. Statements prior to this date are also available on the Client Portal.

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Self-Serve Reporting Coming Soon!

June 13, 2024

Category: Business tools

Please be advised that following the release of the Univeris update (V24) on June 10, 2024, the “Options” tab in Univeris is no longer available.

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Univeris Maintenance, New Fundserv Standards and Overview of Key Changes

June 6, 2024

Category: Business tools

Please be advised that we will be conducting system maintenance for Univeris on the weekend of June 7, 2024.  As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and Mobile App will be unavailable, for viewing and trading purposes, from Friday, June 7, 2024, 9:00 p.m., to Sunday, June 9, 2024, 5:00 p.m. (ET).

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Document Delivery Selection by Document Type on Investia Mobile App

May 30, 2024

Category: Business tools

Good news! Starting the week of June 3, 2024, clients will be able to select their document delivery mode on the Investia mobile app as well based on the following document types:

  • Statements
  • Tax documents
  • Transaction documents

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