Account Access


Access to your accounts on line
PLEASE READ CAREFULLY!

Special Notes:  Please remove any bookmarks you may have to the previous login page as it will no longer work.

Signing up is easy!

If you are an MFDA client, follow these steps:

1. Access the portal via HollisWealth’s website home page (at holliswealth.com , click on “Account Login” and “HollisWealth Client Portal”) or through the following direct link: https://clientportal.holliswealth.com
2. Follow the steps on screen to complete your self-registration*. You will need your Investia Client ID, as well as your social insurance number.

Need more information?

Find out more about the portal’s key features by watching the following video: Client Portal Video and consult the client user guide attached.

If you are an IIROC client, follow these steps:

Please click on the link below to view the training video and to register to my portfolio +. Please ensure your volume is on.

You will need your account number that usually starts with ‘3’

https://www.nbcn.ca/repositories/publicsite/learning_modules/my_portfolio+/index.html

If you do not know whether you are an MFDA or an IIROC client, and/or, if you require additional information, please contact the office at (705)522-1422 or 1-800-837-1670.

We hope that these tools will prove useful to you.

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