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Client Resources

Online Access

Services in Online Access:

  • Account Overview
  • Statements & tax documents
  • Update your personal information and communication preferences
  • View your IG Living PlanTM
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Register for Online Access

Have your client, policy, or loan number handy. Check your client statement or call the office to get this.

Forgot your Username or Password? Reset it here.

Have a question about online access or locked out? Contact the Support Centre.

Get the app:

CRA Services

Services in My Account:

  • Update your personal information
  • Set-up direct deposit
  • View your TFSA & RRSP limits
  • View or change your return
  • Check your benefit and credit payments

My Services Canada

Services in MSCA:

  • Employment Insurance benefits
  • Pension benefits
  • Tax slips
  • Social Insurance Number information
  • Canada Apprentice Loan online service account

Register for your MSCA here.

Disclaimer

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.