Your Client Portal

Being able to access your account information is an important part of staying connected. Investia’s client portal allows you to see all the aspects of your account from current values to historical returns. This is also where we can share documents with you. Click below to access.

Link to Your Client Portal

Don't have access?

If you are a current client, and do not yet have access to your client portal, please click the link below to let us know and we will help you get set up.

Contact us for instructions

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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