Once your account is open, you'll have access to several tools to help you monitor your investments. You can follow your portfolio where you want and when you want. All information can be found on the IAS client portal.

Monitoring Solutions

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ONLINE ACCESS TO YOUR PORTFOLIOS

This service allows you to track daily changes in your portfolios. You will find a summary of your accounts, a comparative table of your investment goals based on your current asset allocation, the securities you own and their progress, your returns and your transactions.

Already a client? Access the portal

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STATEMENT OF ACCOUNT

IAS will send you a monthly statement when there is any activity in your account, by the 15th of the following month. If there is no activity in your account, a statement is sent quarterly (March, June, September and December). This statement presents an overview of all your accounts and a detailed breakdown of each one. The types of accounts you hold are clearly identified as are all securities holdings and their market value, details of all activities including the purchase or sale of securities and dividends paid to your account. IAS obtains the market values of your securities from sources we consider reliable however IAS cannot guarantee the accuracy of this information, especially as these values are subject to market fluctuations. In addition, your statement shows the acquisition cost if available or the market value of each security at the time of transfer into your account.

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DIRECT DEPOSIT

This service allows you to receive money withdrawn from your investment account to your preselected bank account within 48 business hours.

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ONLINE MONEY TRANSFER

This service allows you to transfer money from your bank account to your investment account with IAS. Using the bill payment feature offered by most financial institutions, you can make a bill payment to IAS and access the funds transferred to your brokerage account.

List of participating financial institutions
  • Alberta Treasury Branch
  • BMO
  • Central One
  • Cervus Credit Union
  • Desjardins
  • First Calgary Financial
  • HSBC
  • Laurentian Bank
  • Manitoba Credit Union (MCU)
  • Manulife Bank (Telpay)
  • National Bank
  • RBC
  • Scotiabank
  • Tangerine
  • TD Bank

 

AUTOMATIC INVESTMENT

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AUTOMATIC WITHDRAWAL

This service allows you to transfer funds to your investment account on at regular intervals.

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DIVIDEND REINVESTMENT

To maximize your returns, you can subscribe to our automatic dividend reinvestment service for eligible Canadian and US securities. Dividends received must allow you to buy at least one share and the reinvestment is made in whole numbers of shares.