Personalized Tips
Discover personalized tips on your Portal
Digital tools to stay the course
Track your investments more efficiently with the Portal and mobile app
Your investments at a glance
Quickly access an overview of your accounts on the device of your choice
See the history of your contributions, the value of your investments and their performance for each of your accounts.
Get the breakdown of your assets by fund, asset category or risk level.
View your returns by calendar year or compound year.
Modal to watch YouTube video.
Your tools on the Portal
For each of your accounts, create a savings goal, track your progress, and adjust your strategy along the way.
Keep an overview of your finances with the Balance Sheet tool and quickly get your net worth.
Complete an online account opening request around the clock!
Manage your profile and optimize your account security
Online quarterly statements
Activate the option to receive online statements in your profile preferences on the Portal
Login notification
Activate the option in your preferences to receive an email each time your account is logged into
Two-factor authentication
Activate the option in your preferences so each log in requires a code that will be displayed on your cell phone
Invite someone contest
Invite a friend or family member to become a client and get a chance to win one of 3 monthly prizes of $250
