Portfolio Access

Investia Client Portal

New Users

New Users

Register for access by providing your name and other details via our registration form.

Once a registration is submitted, it is normally processed by the next business day.

You will then receive an email containing your Temporary Password and further instructions.

Register Now

Password Help


If you need to reset your Password, you can submit a help request below.

Help requests are normally responded to by the next business day.

During regular business hours you can also call our office at: (905) 837-7490.

Password Reset

Technical Support


If you have any technical difficulties you can submit a help request below.

Please use the secure help form provide below to submit a Help Request directly to our team.

Technical Support Inquiries are usually answered by the next business day.

Help Request

The Client Portal: Direct Access to your Investments and our Advice.

Login to Investia Client Portal

Subscribe to our Newsletter

Click Here for Current Issue


Email marketing by AdvisorNet Communications Inc