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Clients
Account Balances & Holdings
This will redirect you to a separate secure website at NDex Systems, where you will be able to view daily account balances and other account information.
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Your Statements
This will allow you access to Provisus’ secure intranet site and view your Quarterly Investment Reviews (QIR) and Annual Transactions Summaries (ATS). The intranet also contains newsletters and information about the Transcend Separately Managed Accounts (SMA) Program.
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New Client Application
This will direct you to our online Private Client Questionnaire. Your financial advisor will obtain a Username and Password for you. The questionnaire will determine your investment objectives, constraints and form the basis for your personalized Investment Policy Statement (IPS).
Contact Us
18 King St. East Suite 303
Toronto, ON
M5C 1C4