Notice: Advisor account required to access locked content
Some of our web content is locked and available for advisor use only. In order to access locked content you will need to register for an advisor account.
Sales tools & portfolio manager insights
Don't have an account?
- Fund sales tools, including brochures, one-pagers and Fund Facts
- Portfolio manager commentaries, videos, conference call summaries and position papers
Accounts inquiry for advisors
Access important client information, including:
- Account details
- Transaction histories
- Duplicate statements
- Tax slips & contribution receipts
- 10% DSC Free reports
Not yet signed up?
Call Client Services at 1-800-530-0204 to register.
Monday – Thursday, 8:00 am – 7:00 pm EST
Friday, 8:00 am – 6:00 pm EST