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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.

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.

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).

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.

Your Statements

New Client Application

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18 King St. East Suite 303
Toronto, ON
M5C 1C4

Telephone:416.933.1111 Toll Free:1.877.768.4787 Email:salesandservice@provisus.ca