Fundex Investments Login

Your Wealthview Client Portal has been revamped! It’s your first visit? Whether you’re already registered or not at the portal, please click on "Create account" to get your access code and answer some questions allowing us to validate your identity. Welcome to your new portal!

At FundEX Investments, we are aware of the special situation that COVID-19 presents and the concerns that may result. We have been monitoring the situation very closely for several weeks. As an employer of choice and good corporate citizen, we have a duty to protect the health and safety of our employees, our clients and our partners.

Since 1995, FundEX Investments Inc. has been providing independent financial advisors with an established, fixed fee business model that enables them to access a wide variety of quality investment products to best meet the needs of Canadian Investors.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

FundEX Investments Inc. / Client Access. Client Access Account Access. Wealthview is FundEX Investment’s secure investor portal. It provides instant online access to your portfolio holdings, investment balances, asset allocations, account activity, and quarterly dealer account statements.

Postal code for correspondence ...

At FundEX Investments, we are aware of the special situation that COVID-19 presents and the concerns that may result. We have been monitoring the situation very closely for several weeks. As an employer of choice and good corporate citizen, we have a duty to protect the health and safety of our employees, our clients and our partners.

Advisor Council. The FundEX Advisor Council (FAC) acts as an important conduit between the advisors and head office. The FAC is utilized to discuss strategic initiatives, to help us better understand our advisors’ expectations, and to shape the course for continued improvement of the strategic partnership we have with our advisors.

FundEX Investments Inc. is a national mutual fund dealer that offers innovative flat fee business model tailored to meet the needs of Canadian financial advisors. Founded in 1995, FundEX is one of Canada’s largest mutual fund dealerships with the core principle of elevating independent financial advisors to provide the highest quality ...

At FundEX Investments, we are aware of the special situation that COVID-19 presents and the concerns that may result. We have been monitoring the situation very closely for several weeks. As an employer of choice and good corporate citizen, we have a duty to protect the health and safety of our employees, our clients and our partners.