iAtoday

Changes to the Advisor Centre and My Client Space

Top stories July 20, 2023

New Advisor Centre login experience

The Advisor Centre login page will soon undergo minor changes. Here is what you will notice:

  • After clicking on Log in, you will first be asked to enter your usual access code (now called username).
  • Then you'll be able to enter your usual password.
  • These changes will not affect your online experience in the Advisor Centre.

 

Overview for the Group Savings and Retirement sector

 

 

Changes to My Client Space

As recently announced, visual changes will soon be made to the My Client Space home page.

In addition, as of next September, plan members will have to use traditional registration (with an activation key) to create an account in My Client Space, since registration with Verified.Me will no longer be available.