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 access code 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 you use the latest versions of Internet Explorer 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 access code 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.
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 access code 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 access code, your password, your secret questions, or your answers.
If you write down your access code, 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 access code 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).
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.