Over the last year, client feedback has helped us refresh the look of your statements so they are easier to read and understand. We’ve enhanced our online tools, and recently launched an exciting new client portal for greater ease and convenience.
Save time with self-serve options
Sometimes, you want to make adjustments to your client profile, update information, or change the name of a beneficiary. We hear you. These are things you would prefer to do on your own, and on your own schedule. That’s why we’re rolling out a host of new features that will let you:
· Access information faster
· View and receive notifications
· Create a digital signature for those times when you need to authorize activity
· Make changes to your profile
· Switch to paperless statements
We’ll continue to add new features as we hear more from you about all the ways we can make it easier and more convenient to reach your goals with IG.
View more and do more
The new Online Access portal gives you real-time visibility into all of your IG accounts and investments, 24 hours a day, from any device. Log in at any time to view:
Investments
A snapshot of your investment portfolio including your asset mix and current value.
Mortgage and insurance
Any mortgage or insurance products you have are available at a glance.
Activity
Sort and view your recent transactions by account type or time period.
Statements and eDocs
Quickly look up investment and mortgage statements, trade confirmations, and tax receipts.
Have an IG Living Plan™?
If you have an IG Living Plan you can now view it online within your client portal. One location for all the parts of your plan will make it even easier for you and IG Consultant to review your progress and make proactive changes as needed. Everything in one place helps you see how you can synchronize all the dimensions of your financial life.
Getting started
You can begin to explore the new IG Online Access portal by visiting secure.investorsgroup.com and logging in with your current Client Account View username and password. If you and your Consultant have already set up your online access, you can also request to view the details of your finalized IG Living Plan.
