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Wealthview is fundex investment s secure investor portal.

Fundex login. Your wealthview client portal has been revamped. Ia financial group is a business name and trademark of industrial alliance insurance and financial services 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. It provides instant online access to your portfolio holdings investment balances asset allocations account activity and quarterly dealer account statements.

Fundex is a wholly owned subsidiary of industrial alliance insurance and financial services inc a life and health insurance company whose origins date back to 1892. Before you invest in any mutual fund or etf recommended by noload fundx please refer to the prospectus for important information including investment objectives risks charges and expenses. 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. We are fiduciaries who act in our clients best interests.

The owner s officer s and merchant identified above individually an applicant each represents acknowledges and agrees that 1 applicant will immediately notify fund ex solutions group llc fsg of anychange in the information or documents provided to fsg in connection herewith or applicant s financial condition 2 each assignee as such term is defined in item 5 below. Noload fundx is a monitoring system of fund performance. At fundex investments we are aware of the special situation that covid 19 presents and the concerns that may result. Client access info account access.

Fundx is a trusted san francisco based registered investment advisor that has been actively managing portfolios of funds to help clients build and preserve wealth for more than 50 years. The fourth largest life and health insurance company in canada industrial alliance contributes to the financial well being of over 4 million canadians employs over 6 100 people. Welcome to fundex investments inc. We have been monitoring the situation very closely for several weeks.

Client access advisor access since 1995 fundex investments inc.