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.
Latest News
iA Clarington Advisor Hub – Now Accessible From the Advisor Centre
December 12, 2024Category: Business tools
Good news! We have collaborated closely with the iA Clarington team to make accessing their Advisor Hub easier for you.
System Maintenance – Univeris, Advisor Centre, Client Portal and Mobile App Downtime
November 14, 2024Category: 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).
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.
System Update – Entry and Update of Client Banking Information
July 11, 2024Category: 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.
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.
Univeris Maintenance, New Fundserv Standards and Overview of Key Changes
June 6, 2024Category: 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).
Document Delivery Selection by Document Type on Investia Mobile App
May 30, 2024Category: 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