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Client Account Transition FAQs
General Transition Information
What benefits does iA Private Wealth offer compared to Carte?
When will this transition take place?
Where can I find my transition guide?
Why is Jackie changing from Carte to iA Private Wealth?
Impact on Accounts and Services
Are my current investments affected by this move?
I have investment through insurance companies, what happens to them?
What happens to my existing planning agreements or contracts?
Will my investment strategy or account features change?
Fees and Billing
Will my fees change with iA Private Wealth?
Will there be any additional or double fees due to the transition?
Client Documentation and Access
Do I need to sign any new documents?
How can I access my account online with iA Private Wealth?
What types of reports will I be getting?
Security and Confidentiality
How will my personal information and investments be protected?
What measures does iA Private Wealth take to ensure data security?
Customer Support and Assistance
Who do I contact if I have questions during the transition?
Will I continue working with the same advisor/team?
Regulatory and Compliance Concerns
How does iA Private Wealth ensure regulatory compliance?
Is there any regulatory impact or legal documentation required?
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Get in Touch
Your Name
Email
Subject
Message
Attachments
Category
What category fits best for you?
New Client
Existing Insurance Client
Existing Investment Client
Financial Planning
Phone
