Investia Client Portal and Investia's Mobile App
Did you know that Investia has a full suit of Investor tools in the free mobile Investia App?
Getting connected is easy!
Both the Client Portal and the mobile App offer some very powerful features:
Daily updated market values
Family Linking so all household accounts can be accessed with a single log in
Secure 2 part authentication
Client statements
Transaction reports
Individual fund information
Printable reports
Our contact information
Just visit our Client Portal
First complete the Client Portal registration
You can then you can download and connect the IA Mobile App
24/7 Tech Support is available through our Client Portal hep desk at 1-888-585-1005
Get connected today!
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Serving our clients since 1987
Gary
gary@shaughnessyfinancial.com
Sandi
sandi@shaughnessyfinancial.com
Phone
877-537-4006
Fax
519-747-2782
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