FAQ

How do I sign up for Online Account Access?

Go to: InvestorsGroup.com

Top Right – select Sign In / Online Access

First Time – you will need to Register (you will need your client number, postal code and birthdate)

Already Registered – Sign in using username and password

Click on Manage Profile to sign up to receive statement online and to change your address.

How do I view my tax receipts online?

Log into InvestorsGroup.com
Click on Documents, Tax Receipts

Can I access my Corporate Account online?

Yes, but you must fill out a Corporate Access Authorization Form first. Please email us to send you this form.

Can I access my spouse’s accounts?

No, to protect the privacy of client information, you can only view accounts where you are the registered account holder.

Who do I contact for technical issues?

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

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

Core Valet is located on 3rd Street between 7th and 8th Avenue SW. 3rd Street is a one way street heading South.

Can I pay my annual insurance premium online?

Yes, on your online banking add the payee for insurance carrier:

The payee name can vary slightly from bank to bank.

Then enter the account number as your policy number. If you need assistance, please call us at 403-229-0557.