The transition process is set to begin in January 2025.
We will start with the paperwork in January, and accounts will be transferred once your documents are signed and approved by iA’s account administration team.
For certain clients we might require updated information to create new accounts within iA's platform.
This includes
- Banking Information
- Identity Information like drivers license.
- Any other specific info needed.
Given the volume of clients we are managing, we kindly ask for your patience during this process. Rest assured, we are committed to ensuring a smooth and seamless transition with no disruptions to your account management.