Your FÉRIQUE Client Portal
Manage your investments with ease, wherever you are!
View your investments, access your documents, and use tools that help you visualize your financial goals and track your progress over time.
Why Use the FÉRIQUE Client Portal?
View the value of your investments, their performance, and asset allocation.
Find your statements, tax slips, and other important documents in one secure location.
Take advantage of tools designed to help you visualize your goals and track your progress over time.
Access your information from your computer, tablet, or smartphone.
Available Features
Track the progress of your investments
Make transactions
Manage your pre-authorized contributions
Download your statements and tax documents
and much more!
Access Orkestral for financial projections
Build your financial snapshot, create a budget, and analyze your investments
Update your personal information
Contact your advisory team
Orkestral: A Complete View of Your Finances
Included at no additional cost for FÉRIQUE Investment Services clients, Orkestral provides a consolidated view of your financial goals and investments in a single secure environment.
With personalized projections and scenarios tailored to your situation, you can better understand your progress toward your goals, evaluate different strategies, and make informed decisions about your future.
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The FÉRIQUE Mobile App
Your investments at your fingertips
View your accounts, access your documents, and stay informed about your account activity, wherever you are.
Your information is in good hands
A platform designed to protect your personal information
Protecting your data is one of our top priorities. The FÉRIQUE Client Portal and mobile app incorporate multiple security measures designed to safeguard your personal and financial information.
Secure authentication
Access to the Portal is protected by authentication mechanisms designed to help ensure that only you can view your information.
Learn more about two-factor authentication
Cybersecurity best practices
We also encourage you to adopt good security habits, such as using a strong password and keeping your devices secure.
Read the article: 6 Simple Habits to Help You Browse with Confidence
Need Help?
Do you have questions about accessing the Client Portal or the mobile app?
- Help Centre(Portal)
- Contact us
- Book a meeting
Two-Factor Authentication (2FA)
2FA helps protect you from hacking. Each time you log in to the FÉRIQUE Portal, you will need to enter a verification code that will be sent to you so you can confirm your identity. Here are the 4 available options for receiving this code.
This option offers the highest level of security. A verification code is sent to the mobile app of your choice (Google Authenticator or Microsoft Authenticator) to confirm your identity.
To access it, you need to enable the option in your profile on the FÉRIQUE Portal and install the Authenticator app on your smartphone.
You will receive a call at the phone number associated with your FÉRIQUE account. An automated voice will provide you with your code. This code is valid for 10 minutes. Do not share it with anyone.
You will receive your code in an SMS (text message) to the mobile phone number associated with your FÉRIQUE account. This code is valid for 10 minutes. Do not share it with anyone.
You will receive your code via email at the address associated with your FÉRIQUE account. This code is valid for 10 minutes. Do not share it with anyone.
Installing Authenticator in 4 Steps
- Go to the "My Profile" section on the Portal and scroll down to the "Preferences" section to see the Two-Factor Authentication (2FA) option.
- Select "Yes" to activate 2FA.
- Click the button at the bottom of the page to "Validate changes". You may need to enter your password to confirm your identity.
Once you see the barcode displayed on the Portal, it's time to install the Authenticator app on your smartphone.
On your phone, install one of the following two applications:
- Google Authenticator from the App Store or Play Store
- Microsoft Authenticator from the App Store or Play Store
- In the app, select +Add an account (for Microsoft, choose a personal account).
- Next, choose Scan barcode and scan the code that appears on the Portal (or choose manual entry and enter the key using the Copy function on your phone).
Tip
You can enable cloud backup to avoid losing your information in case the app is uninstalled or if you change your phone.
After clicking the Submit button on the Portal, you will be prompted to enter the 6-digit code displayed in your Authenticator app (Google or Microsoft).
Once the code is entered and submitted, authentication is activated. Congratulations!
Once 2FA is activated in your profile, the Authenticator code will be automatically requested at each login.
If you do not have access to your code, you can choose another login method using the link at the bottom of the window.