The Mobile App ( and Client Portal ) are online tools designed to provide our clients with easy access to key information about their investment accounts.
Note: Depending on your type of account (Client Name vs Nominee) there will be differences in the types of information available via our online tools.
Below are details about the types of information available via the PSC Mobile App:
- Accounts
- Account balances
- Holdings
- Trades
- Historical Prices
- Performance of Holdings
- Fund Facts
- Documents*
- Statements*
- Tax Slips*
* Only Nominee clients will have access to their tax receipts.
Download the App Today
This app allows Portfolio Strategies clients to track their portfolio and transactions on the VieFUND Back Office Platform. With the Portfolio Strategies Mobile app, checking your everyday transactions and portfolio balances is quick and easy.
