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.

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.

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.

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.

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.

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).

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

Following the February 29, 2024 communication, we would like to remind you that a new uploading option has been added to the Secure File Upload Tool on the Advisor Centre. Going forward, simply select the “Estate processing (Nominee accounts)” option to send us your nominee estate documents for processing via the upload tool.

Following the February 8, 2024 communication, we would like to remind you that a new uploading option has been added to the Secure File Upload Tool on the Advisor Centre. Going forward, simply select the “Estate processing (Nominee accounts)” option to send us your nominee estate documents for processing via the upload tool.

As is already the case with TFSAs, Investia must now report to the Canada Revenue Agency (“CRA”) the market value as at December 31 of all registered plans, including those in which no withdrawal was made during the course of the year.