Investortrax™

This versatile eBusiness tool enables you to build brand loyalty and improve customer service. Investortrax™ provides you with real-time investor and account information, using the ease and accessibility of the Internet.

Investortrax™ enables you to stay on top of account information or activity – 24 hours a day, seven days a week – from office or home. You can use it to enquire about:

• Daily investment and book values
• Account/Fund gains and losses
• Current unit balances and fund prices
• RRSP, RRIF, LIF and RESP details
• Systemic Plan details for pre-authorized chequing and automatic withdrawal deposits
• Customer banking information
• Beneficiaries
• Tax form details
• Investor demographic details
• Transaction details since inception
• Foreign content details
• DSC free unit information

Investortrax™ is more than just a real-time monitoring tool. It also offers several interactive features designed to make your job easier. For example, it lets you initiate buy and sell transactions, conduct redemption scenarios, and more.

Plus, you can be confident that the data accessed through Investortrax is secure and only accessible to you, because Investortrax includes a host of security features to prevent unauthorized use.