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.
Save time with a revamped digital application that’s simple, clear, and easy to complete.
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.
Transfer assets with ease with more intuitive incoming transfer e-forms.
Upload documents and manage your investments directly within the portal, instead of on a separate screen.