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.

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

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.
  

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.

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.

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

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