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New Online Account Access Website coming June 18!
Starting Monday, June 18, you will have access to IPC’s new client online account access website. We’ve created a whole new look and added many great new features:

• NEW! You can now add your own assets and liabilities information to give you a complete picture of financial holdings and net worth.
• NEW! Your insurance information will display on screen and be included in reports.
• NEW! The site lets you print selected reports.
• NEW! Online financial calculators are available to help you plan.
• NEW! Secure server enables your Advisor to send documents to you electronically, which you can download at your convenience. As before, you can view your investment holdings, including RRSPs, TFSAs, RESPs and other accounts, from your computer, 24/7.

Note: We will continue to support existing access to Investor Web for clients who receive their reports and correspondence in French until the Personal Financial Website/IPC Connect becomes fully bilingual.

Your Advisor will be providing you with a new user name and password to access this website. If you have any questions or feedback on the new online account access site, please contact your Advisor.

Having a problem logging in? Visit the Investor Login Help Page.

Disclaimer: Investment Planning Counsel endeavours to ensure the information found within Investor Web is accurate.  However, we will not be liable for the accuracy or completeness of the information made available to you through the Investor Web, or for any action taken by you in reliance upon the information found within the Investor Web.  In the event of a discrepancy between the Investor Web and your investment statements, your statements should be considered correct. Investment Planning Counsel is not responsible for the accuracy of any "off-book" transitions (assets not purchased through Investment Planning Counsel) on the Univeris Investor Web system.  Investment Planning Counsel may suspend or terminate your access to Investor Web or modify any or all of the services offered at any time at our sole discretion.