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Please complete this Registration Form to gain secure access to your Online Mututal Fund Portfolio*. The registration process creates a security profile in our database which is used to verify the access privileges whenever someone logs onto the system.
Financial Professional's Name :
Your First Name:
Your Last Name:
Address :
City :
E-mail address:
Daytime telephone number :
Area 204 250 289 306 403 416 418 450 506 514 519 604 613 647 705 709 780 807 819 867 902 905 Ext. :
Home telephone number :
Area 204 250 289 306 403 416 418 450 506 514 519 604 613 647 705 709 780 807 819 867 902 905
Please note that fields marked with must be filled in.
We will acknowledge your request within one business day.
Your Financial Professional will review your file and give you – over the phone for security reasons – a Username and Temporary Password.
When you first log in, immediately change your Temporary Password for a Permanent Password to increase the confidentiality of your information.
Please note that each client in a household must register for their own Username & Password before they can gain secure access to their Online Portfolio.
All information is kept confidential.
* Mutual funds distributed by Groupe Cloutier Investissement, a financial services firm.
