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Welcome to IPC Securities Client Solutions
IPC Connect
Whether you're on the road for business, away at the cottage, or sending your portfolio history to your accountant, stay in touch with your IPC Securities Investment Portfolio electronically. IPC Connect offers IPC Securities Clients access to a wide range of tools, resources and portfolio information 24 hours/day at no cost! Ask your IPC Securities Advisor for a password, and you're up and away!
- view all your holdings in detail - twenty-four hours a day - in each of your individual accounts or in one consolidated view;
- check past and current transactions - transaction history provides 16 months of past activity (four months of cash transactions);
- view tax-adjusted average cost and unrealized gain/loss information on the securities you own;
- establish and monitor virtual portfolios;
- obtain customized charts on securities and indices;
- see the latest news on companies in your portfolio or that you are monitoring;
- access prices on quotable securities;
- download your holdings and transaction history information into applications such as Microsoft Excel;
- view a customizable summary of the US and Canadian values of your accounts on the Gateway Home screen;
- personalize the naming of your accounts for immediate recognition and define the order in which you view them.