Your needs evolve... So do we.

The beta version of the new FÉRIQUE Investment Services Client Portal is now online
This transactional web site offers new features in addition to those you already know. 

Continue on this page for a taste of what's new, or sign in to the Portal to give it a try.

Try the new Client Portal

Devenir client
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ENJOY A NEW AND
IMPROVED INTERFACE


ArrowClear, modern, intuitive presentation

ArrowMore information about your investments available at a glance

ArrowMore flexibibility for managing your profile: personal information, associated bank accounts, etc.
Le nouveau Portail client sur Desktop
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Le nouveau Portail client sur Mobile

NEW AND 
ENRICHED ANALYZES


ArrowYour personalized return (compound return and calendar year)

ArrowHistorical graph of market value and contributions per account

ArrowYour asset allocation by fund, asset class, risk level

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ASSOCIATE PROJECTS WITH YOUR ACCOUNTS AND FOLLOW YOUR PROGRESS

ArrowCreate a project

ArrowSet an amount and a time horizon to reach it

ArrowTrack your progress and adjust your strategy along the way

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Le nouveau Portail client sur portable
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Le nouveau Portail client sur Mobile 2 images
MANAGE YOUR INVESTMENTS ON THE DEVICE OF YOUR CHOICE

ArrowMake contributions

ArrowManage your pre-authorized contributions plan on your computer or mobile device

ArrowOpen an account online (even if you are not yet a customer with us)


Open a new account
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OTHER ADVANTAGES

ArrowAccess your documents online (Fund Facts, Quarterly Statements*...)

ArrowFind tools to tune up your investments (Financial Checkpoint, Fee Calculator...)

ArrowExclusive articles to guide your decisions

ArrowUser-friendly help section

ArrowSecurity: Simple, effective and secure authentication and notification processes
 
* Quarterly Statements will be available online as of October 2019
Le nouveau Portail client sur iPad

Available soon


Questions? Contact our Advisory Services team
Want a guided tour of the beta version? View Tutorial




Frais de gestion

MANAGEMENT FEES AMONG THE LOWEST

Management expense ratios (MERs) of FÉRIQUE Funds are are among the lowest in Canada in their respective categories.

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frais

TRANSACTIONS AT NO ADDITIONAL COST

When you carry out your transactions through FÉRIQUE Investment Services, online, on the phone or in person with one of our advisors, you pay no additional fees.

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