Available now for all our Investia mutual fund clients is the Investia mobile app. It can be downloaded on the Apple App Store and through Google Play.
With the app you can view client documents (including statements and tax slips for Investia nominee accounts), a detailed list of your holdings, and a list of recent transactions on your accounts.
You may log in using your existing Investia client portal login information. If you do not have an Investia login already, get in contact with David (dpittaro@pittarofinancial.ca) and he will assist you with the onboarding process.
Click here for the start guide on how to use the app.