Client Centre Benefits
Great reasons to register today:
Track the performance of your favorite products
Create multiple custom watchlists to easily track your favorite notes. Assign customized names, add as many notes as you’d like to each list, and find all performance details in one consolidated place.
Never miss an important product event
Monitor ETC schedules, upcoming distributions, important events dates and more, with the Alerts function.
Personalized Reporting Centre (Advisors only)
Create custom Asset Reports for several rep codes.