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Terms of Access

Access to and use of the web-based account inquiry service ("Investia Client Portal") for Investia Financial Services Inc. (“Investia”) constitute your acceptance of and compliance with the Conditions of Use set out herein. Please take the time to review these conditions. If you do not accept them, please discontinue use of Investia Client Portal.

Web-based Account Inquiry - Services

Investia provides this Client Portal to give you on-line access to your account balances, investment holdings, transactions and dealer account statements.


You are solely responsible for maintaining the security of your User ID and password and ensuring that you are the only person using the User ID and password. You agree not to disclose your User ID and password to any other person including any employees of Investia. Investia is not responsible for the unauthorized use of Investia Client Portal by any other person with your User ID or password and Investia is under no obligation to confirm the actual identity or authority of anyone using your User ID or password. You agree to notify Investia immediately upon becoming aware of any known or suspected unauthorized use of your User ID or password to gain access to Investia Client Portal, or any breach in security involving your User ID or password.


Investia Client Portal is a secure service and communications within the Portal are encrypted. Investia Client Portal is not a secure medium for e-mail communications because the email is not encrypted. Any confidential, proprietary or sensitive information which you transmit by means of Investia Client Portal through e-mail may be read and forwarded or copied by unauthorized persons.