Question 1

How do I sign up for Online Access?

Accepted Answer

You will need your account, client, or loan number to register. These numbers can be found at the top right of your statements. Here is a quick Video Tutorial.

Then you can register here to get started.

Question 2

How do I sign up for online statements or change my delivery preferences?

Question 3

Where do I find my tax receipts?

Question 4

Where do I find my realized capital gain and loss reports?

Question 5

Where do I find my annual advisory fee summary?

Question 6

How do I use the secure file exchange?

Question 7

How do I find my RRSP limit and TFSA room?

Accepted Answer

Your RRSP room can be found on the following places:
 
Your most recent Notice of Assessment from the CRA
Logging into MyAccount
Authorize us as a representative on CRA and we can find it for you each year. Contact us to set this up at lowefoxgraham@igpwm.ca

Question 8

How do I change my mailing address?

Accepted Answer

To change your mailing address:
Sign in to online access here 
On the top right, click the client icon.
Select Manage profile.
Click edit beside your address and enter the new address.

Question 9

How do I change my email preferences?

Question 10

Can I access my corporate accounts online?

Accepted Answer

Yes, but you must complete and send us a Corporate Access Authorization form. To request the form, please email us at team.fox@igprivatewealth.com. Once we have received and processed the form, you’ll be notified by email and can set up access to view corporate accounts online.

Question 11

Can I access my spouse's account?

Accepted Answer

Not unless it’s a joint account. To protect the privacy of client information, you can only view information for accounts where our records indicate you are the registered account holder.

Question 12

How do I pay my annual insurance premium?

Accepted Answer

On your online banking adding the payee for the insurance carrier:
 
Great-West-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 contact lowefoxgraham@igpwm.ca

Question 13

How do I set up automatic monthly contributions to my account?

Accepted Answer

Monthly minimums differ depending on account type and a signed authorization is required. Email lowefoxgraham@igpwm.ca to get started.

Resources & FAQs

Access your IG Accounts, Living Plan, and tax receipts online.

Book a web conference or in-office meeting with your Advisor.

Access your tax returns and RRSP and TFSA room and add us as an Authorized Representative

Access and/or apply for your CPP and OAS along with other My Service Canada requests.

Frequently asked questions