RING IN THE NEW
Streamlined application processes. Digitized disclosure notices. Electronic asset transfers. New enhancements to your portal make investing easier than ever, and that’s something worth celebrating.
On this page you’ll find an overview of all of this year’s portal updates.
Navigate to the Visit Your Portal button to explore how these updates benefit you.

NEW FUNCTIONALITY

Applications
Save time with a revamped digital application that’s simple, clear, and easy to complete.


Disclosure notices
Get notified by email when new disclosures are available online.


Electronic deposit forms
Get back the time you would have spent scanning and mailing hard copies with new deposit submission e-forms.

IMPROVED PROCESS

Incoming transfers
Transfer assets with ease with more intuitive incoming transfer e-forms.


Investments
Upload documents and manage your investments directly within the portal, instead of on a separate screen.

