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

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.

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

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.

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.

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.

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

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.

We offer complimentary parking in the Brookfield Place parkade located on 6th Ave SW between 1st and 2nd street.

Unfortunately we no longer offer meetings at any other Investors Group location. Our office is located Brookfield Place 225 6th Ave SW Web conference is a great option if you are unable to make it downtown.

Yes there are 2 options. Option 1: Send us an email to team.fox@igprivatewealth.com and we can pull funds direclty from the bank account we have on file 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.

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

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

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.

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.

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