Frequently asked questions

You may use Microsoft Internet Explorer version 8 or 9, Google Chrome 20, Mozilla Firefox 13, or Apple Safari 5. You must have Javascript enabled in your browser.

Yes, you can access the Client Portal using any device (like an iPad, Android phone or tablet PC) as long as that device supports web browsing via one of the supported browsers (Chrome, IE, Firefox, Safari).

No. Adobe Acrobat Reader X and Microsoft Office 2010 are recommended should you wish to view documents online. There are no unique hardware requirements beyond an Internet connection.

The security question / answer just provides another layer of security. You will be prompted to answer your Security Question when you log in from a different computer, i.e., one with a different IP address than the computer you used the last time you logged in.

No, the system is trying to authenticate that you are a valid user. If you cannot provide the Answer, then you must contact your Investment Counsellor or Portfolio Administrator because your password will need to be reset. However, if you are already logged in to the Portal, click the Settings link in the upper right corner of the browser window. The Settings page displays the Security Question you selected and the Answer you provided.

Please call your Investment Counsellor or Portfolio Administrator. One of them will be able to coordinate a password reset for you.

Yes. When you log in from a different computer (your office computer instead of your home computer, for example) you will have to answer your Security Question.

Log in, then click the Settings link in the upper right corner of the browser window. Go to the Login Information section and type your current password, your new password and then confirm it. Click the Change Settings button. A confirmation message appears on-screen.

Please call your Investment Counsellor or Portfolio Administrator.

Please contact your Investment Counsellor or Portfolio Administrator. One of them will be able to coordinate a password reset for you.