Frequently asked questions

Online Access

How do I sign up for online statements?


Login or register for online access on the Client Login tab. Click on Documents then Sign up.




How do I view my tax receipts online?


Currently this is not possible, but we will notify you when this function becomes available. If you are missing a tax receipt contact us at team.fox@igprivatewealth.com to receive an emailed copy.




How do I change my mailing address?


To change your mailing address:

  • Sign in, and then, on the top right, click the client icon.
  • Select Manage profile.
  • Click edit beside your address and enter the new address.




Can I access my corporate accounts online?


Yes, but you must complete and send us a Corporate Access Authorization form. To request the form, please email us at team.fox@igprivatewealth.com. Once we have received and processed the form, you’ll be notified by email and can set up access to view corporate accounts online.




Can I access my spouse's account?


Not unless it’s a joint account. To protect the privacy of client information, you can only view information for accounts where our records indicate you are the registered account holder.




Who do I contact for technical difficulties?


Email: onlineaccess@investorsgroup.com Phone: 1-877-796-3788




How do I find my RRSP limit and TFSA room?


Your RRSP room can be found on the following places:

  • Your most recent Notice of Assesment from the CRA
  • Logging into MyAccount
  • Authorise us as a representative on CRA and we can find it for you each year. Contact us to set this up at team.fox@igprivatewealth.com





Meetings

Can I book a web or teleconference meeting?


Yes! When booking online choose the Web Conference option. You do not need to have a webcam but we will share our screen with you so that you can go through your Living Plan the same as if you came into the office. Multiple computers can join the web conference too! So if you and your spouse, accountant, parents, or kids are not in the same location we can still have a meeting all together.




Where can I park when I come in for a meeting?


We offer complimentary parking at CORE Valet located on 3rd street between 7th and 8th Ave SW. 3rd Street is a one way road running south.




Can I book an in office meeting at another office? (outside downtown)


Unfortunalty we no longer offer meetings at any other Investors Group location. Our office is located in the Dome Tower in TD Square. 8th Floor, 333 7th Ave SW Calgary, AB. Web conference is a great option if you are unable to make it downtown.





Accounts

Can I contribute funds to my investment accounts electronically?


Yes there are 2 options. Option 1:

Option 2:
  • You can set up a payee from your bank account. Find IG Securities, Investors Group Securities Inc. or I.G. Securities (names differ depending on your bank). Then use you your account number at IG as the account number.
  • You will need to set up multiple payees if you want to send money to multipule accounts. ie. both an RRSP and a TFSA. Use the seperate account number not your client number.




Can I set up automatic monthly contributions to my account?


Yes! Monthly minimums differ depending on account type and a signed authorization is required. Email team.fox@igprivatewealth.com to get started.




How do I make a lump sum payment on my mortgage or line of credit?


For IG mortgages:

  • Call our mortgage line at 1-800-328-6488 to authorize a lump sum debit to your account.
For Solutions Banking AIO or Loans (National Bank):
  • Call Solutions Banking line directly at 1-877-999-7575 o authorize a lump sum debit to your account.




How do I pay my annual insurance premium?


On your online banking adding the payee for the insurance carrier:

  • Great-West-Insurance Premium
  • Canada Life Insurance Premium
  • Manulife Insurance Premium
The payee name can vary slightly from bank to bank) Then enter the account number as your policy number. If you need assitance please contact team.fox@igprivatewealth.com




How do I find my RRSP limit and TFSA room?


Your RRSP room can be found on the following places:

  • Your most recent Notice of Assesment from the CRA
  • Logging into MyAccount
  • Authorise us as a representative on CRA and we can find it for you each year. Contact us to set this up at team.fox@igprivatewealth.com




How do I withdraw money from my investment accounts?


We require verbal confirmation to withdraw funds from your accounts. Please call us at 403-781-5700 and we will confirm all details. Withdrawls can take up to 5 business days to process depending on your account type.