Our clients who have investments established through Worldsource Financial Management Inc. can review their account holdings and values online through Worldsource’s InvestorNet portal. This secure portal also provides access to copies of official statements, RRSP contribution receipts, and certain other tax reporting slips.
The login page for InvestorNet can always be reached from our ‘My Account’ link, which is always visible at the top right corner of this website.
To protect your privacy, you will be asked for your username and password each time you sign on to InvestorNet.
If you are a client and don’t have a username and password, you can register yourself for this service using the email address Worldsource has on file for you, your client number, and by confirming several other pieces of personal information.
If you are not sure which email address Worldsource has on file for you, or if you have any difficulty with InvestorNet, please email or call your advisor and we will help you.