Get the most out of your plan
Use our digital tools to take full advantage of your group savings and retirement plan with iA Financial Group.
Did you know? You can manage your account in My Client Space, our secure website, and on iA Mobile.
Review your investor profile
Since your financial situation can change over time, complete the investor profile questionnaire and make sure that the level of risk in your portfolio matches your profile.
Review, update or designate your beneficiaries
If you have beneficiaries for your savings, take a few minutes to review or update them.
If you do not, by designating beneficiaries, you decide who will be entitled to your savings.
The following features are exclusive to My Client Space:
Review your contribution rate
The more money you contribute, the higher your employer’s contributions will be. If you don’t optimize your employer’s contributions, you’re missing an excellent opportunity to improve your financial future.
You can also review the amount you’re contributing and determine if it’s possible to increase your savings. The more you save, the faster you’ll reach your savings goal.
Use the retirement simulator
Use the retirement simulator to see if you’re on track to reach your retirement income goal.
Update your address
Did you move recently? Make sure your address is up to date.
Our digital tools make your life much easier!
You can do all that and much more in My Client Space.
Download the iA Mobile app on your smartphone or tablet to access My Client Space’s main features and make transactions while you’re on the go.