The Advisor Centre is a secure website. That means that the contents and information that it contains and transmits are protected and that access to it is controlled. That's why only authorized representatives of iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) have access to it, using a personalized and confidential username and password.
The data transmitted between the user and iA Financial Group within the Advisor Centre is encrypted before being sent across the Internet. Only iA Financial Group and the user's browser hold the shared key so that only they can decrypt each other's messages.
For your own security, we recommend using the latest version of your browser to access our online system.
The Advisor Centre is a quick and easy way to access information. It has varied, personalized content that is easily accessible from any computer with an Internet connection, 24 hours a day, 7 days a week.
You can use the Advisor Centre to access up-to-date information, download and print forms, view administrative or promotional guides, get your compensation reports online and view your clients' group savings and retirement contracts. The Advisor Centre gives you quick, easy and secure access to a range of content that is constantly changing.
Two options are available to obtain access to the Advisor Centre:
You may have received a letter from iA Financial Group providing you with an username and temporary password. When you access the Advisor Centre for the first time, you will need to choose a new password. You can then access the Advisor Centre at any time.
If you have never received such a letter, you have to register in order to get access to the Advisor Centre. To register, access the registration page by clicking on the registration link found on the login page.
Your password MUST:
- contain between 14 and 63 characters
- contain at least three of the four following types of characters: lower case letters, upper case letters, numbers and special characters (e.g. $, %, @, !)
- be different than your username
- be different than your last five passwords
Your password MUST NOT:
- contain more than three of the same characters (e.g. 1111, AAAA)
- contain more than three consecutive characters (e.g. 1234, ABCD)
- begin or end with a space
Your password will be checked against your profile information, a list of compromised passwords and a list of restricted words. For example, "P@ssw0rd" would be refused because it is included in a list of compromised passwords. A password including the word "Investment" would be refused because is it related to our line of business. Also, a password containing your first name or your email would be refused because it would be too easy to guess.
Pay special attention when using the following letters and numbers: “I-i” and “L-l”, “O-o” and “0”. These are easy to mix up when entering your username and password.
To securely exit the Advisor Centre, click on the “Log off” hyperlink, located in the upper right corner of your screen. A message will tell you that your work session has ended and that all of your information was viewed and sent safely. This way, you can be sure that any changes made have been properly saved and avoid problems when accessing information in the future.
We use your secret questions and the answers to those questions to verify your identity in case you forget your password.
If that happens, contact the Help Desk at 418-684-5000, extension 5101, or toll-free at 1-888-610-5101. Business hours are Monday to Friday, 8:30 a.m. to 7:00 p.m. (Eastern Time).
To verify your identity, the Help Desk agent will ask you to answer your secret questions. Therefore, it is important to choose secret questions that only you know the answer to and that are easy to remember.
Choose three questions from the list of suggested questions. Then enter your answer to each of those three questions. Avoid using letters with accents in your answers. Choose answers that only you know and that will not change over time. That way, it will be easier for you to remember them.
You are responsible for using and storing your Advisor Centre username and password. This means it is up to you to keep your personal information and that of your clients secure. Here are some tips to help you improve the security of your information:
- Never disclose your username, your password, your secret questions, or your answers.
- If you write down your username, password, secret questions and answers, don't write them all together and keep them in a safe place.
- When choosing your password, secret questions and answers, make sure they are easy to remember, but that no one will be able to guess them.
- If your computer is stolen, have your enrolment deactivated by contacting the Help Desk at 418-684-5000, extension 5101, or toll-free at 1-888-610-5101. Business hours are Monday to Friday, 8:30 a.m. to 7:00 p.m. (Eastern Time).
You can request a new password online by clicking on the “Forgotten password?” link, located on the Advisor Centre login page. You will need to enter your username and answer a few questions. This will allow us to verify your identity and help us protect the confidentiality of your information. If we are able to identify you correctly, you will be able to access the Advisor Centre again right away. Otherwise, you will need to contact the Help Desk at 418-684-5000, extension 5101, or toll-free at 1-888-610-5101. Business hours are Monday to Friday, 8:30 a.m. to 7:00 p.m. (Eastern Time).
Yes. The terms of use set out the conditions that apply to transactions made using the Advisor Centre. Therefore, it is important that you read them carefully. The terms of use will appear once you have chosen your new password. By clicking on the "I agree" button, you agree to be bound by the terms of use, which then allows you to access the Advisor Centre.
You will find contact information for all areas of the company in the “Contact Us” section.
Yes, as long as the computer you are using has an Internet connection and that you know your username and password.
Agents only have access to the information regarding the contracts that their clients have taken out with them. Therefore, they do not have access to contracts that their clients have taken out with other agents.
The Advisor Centre display is personalized for each agent based on his or her profile. Therefore, there may be differences between what you and your colleagues see on screen.