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Advisors
Account Balances
This will redirect you to a separate secure website at NDex Systems, where you will be able to view daily account balances and other account information.
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NEW Advisor Portal
This will allow advisors to view all client holdings, transactions and related reports. Client Quarterly Investment Reviews (QIR) and Annual Transaction Summaries (ATS) can be viewed for an advisors households. Billing Reports are posted to the portal and can be viewed from the advisor profile.
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18 King St. East Suite 303
Toronto, ON
M5C 1C4