Online:
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
Meetings
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.
Accounts
Can I pay my annual insurance premium online?
Yes, on your online banking add the payee for insurance carrier:
- Great West Life 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 assistance, please call us at 403-229-0557.