Service offering

1 January, 2013

Filed Under: Investment Services

Are you set up to track your investments online? 
If you’re curious as to how your investments are performing and do not currently have access to our new Personal Financial Website, click here to contact our office so that we can have you set up to be able to view everything online. 

The website provides you with current investment market value (updated daily), access to e-statements, transaction histories, and documents that our office will upload for your benefit when applicable. As all clients are now receiving quarterly investment statements directly from IPC, this is also where you will find the option to change those hard copy paper statements and GO GREEN by having them delivered to you via e-mail