Complementing our existing level of personalized advice, plans, and service, we are introducing additional online resources through Investia. 

Investia Client Portal

At a touch of a button, The Portal will give you access to all your plans in one location, including family accounts and multiple client IDs. 

Get quick access to:

• Current holdings and market value of your plans
• Statements, electronically-signed documents and tax receipts, including sign up option to go paperless
• Send/receive secure documents to/from our office

To learn more, please refer to the Client Portal Starter’s Guide by clicking HERE

Download The Investia App

A free app designed to help you keep track of your investments!

To use the app, you will need to create an account in the app or on the Client Portal

Features:

• Access and view your account balances any time
• Get help through the 'Contact us’ section
• Secure log in using biometric authentication (Touch ID or Face ID)

View more features, click HERE

For technical issues with The Portal or Phone App, please call

Investia tech support at 1-888-585-1008.

Once you have created an online account at Investia, please let us know by replying to this email.

Questions? Please contact Emily Roberts

905-738-4164 ext. 2556 or eroberts@mastersinsurance.com

Mutual Funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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