Good news! Clients can now view their beneficiary details for nominee accounts directly on their Client Portal under the “Client Information” section. 

To enhance the client experience, we’re introducing a small visual update to the login screen of both the Investia Client Portal and mobile app.

We will be conducting system maintenance during the weekend of June 6, 2025. As a result, Univeris, Advisor Centre, Client Portal and the Investia mobile application will be unavailable from Friday, June 6, 2025, 8:00 p.m., to Sunday, June 8, 2025, 5:00 p.m. (ET).

Great news! Our automated KYC update tool is now available on the Investia mobile app. When you enrol a client in the automated KYC update process, they can now submit updates via the mobile app as well.

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:

Due to scheduled maintenance of iA Financial Group’s technology infrastructure the following will be unavailable from Saturday, May 17, 2025, at 5 a.m. ET, until Monday, May 19, 2025, at 6 a.m. ET:

• Univeris
• Investia Advisor Centre, including its applications and tools
• Investia Client Portal
• Investia mobile application
  

Due to scheduled maintenance of iA Financial Group’s technology infrastructure, the following will be unavailable from Saturday, May 17, 2025, at 5 a.m. ET, until Monday, May 19, 2025, at 6 a.m. ET:

• Univeris
• Investia Advisor Centre, including its applications and tools
• Investia Client Portal
• Investia mobile application
  

Due to scheduled maintenance of iA Financial Group’s technology infrastructure please be advised that the following will be unavailable from Saturday, May 17, 2025, at 5 a.m. ET, until Monday, May 19, 2025, at 6 a.m. ET:

• Univeris
• Investia Advisor Centre, including its applications and tools
• Investia Client Portal
• Investia mobile application
  

Please be advised that we will be conducting system maintenance tomorrow, Friday, January 31, 2025. 

We have been actively working on improving the electronic signature tool by upgrading the underlying technology supporting the signature process.