Desjardins Insurance presents
WealthLink® Advisor, an online platform you can access through your secure site.
This user-friendly tool lets you instantly and securely view your clients' guaranteed investment fund (GIF) contracts. Use WealthLink® to view daily updated information and take advantage of useful features to simplify decision-making and support your clients, including:
- An overview of the GIF contracts held by your clients
- Easy-to-use features to monitor performance by contract or fund, with a customized calculation option
- Market and book values and guaranteed benefit amounts
- Transaction history
- The ability to instantly generate documents for information purposes, like statements and reports
- Information presented in graphs and charts
- Up-to-date contract details like beneficiary and annuitant and contact information
Reminder: Official documents like tax slips, your clients' latest investment statements and transaction notices are available in the
Client Documents application.
Your clients can also view information about their investments on
WealthLink® for Investor, while continuing to receive their semi-annual investment statement. Share the news with your clients with the help of the
explanatory document. This document explains how they can access their financial information on WealthLink® in just a few clicks.
In addition, a
tutorial video has been created to help them navigate WealthLink® and access their investment information.
Note: If you already have a WealthLink® account for Desjardins funds, you need to create a separate profile for GIF accounts.
Don't wait any longer!
Set up your account today, review the explanatory document and let your clients know how they can benefit from the platform’s features.
Don't wait any longer! Visit the WealthLink page available under Rep services / Technology (on your secure site) to set up your account today, review the explanatory document and let your clients know how they can benefit from the platform’s features.
