Portfolio Strategies
Portfolio Strategies

Mobile App

Easy access to your investment account details

Portfolio Strategies clients have quick and easy access to their investment accounts via our new mobile app.

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
Apple Store
Google Store

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.

About Portfolio Strategies Corporation

Founded in 1994 and based in Calgary, Alberta, Portfolio Strategies Corporation is one of Canada’s largest independent Mutual Fund and Exempt Market Dealerships. We have over $4 billion in assets under administration and more than 275 advisors located in offices in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, Newfoundland & Labrador and Northwest Territories. We specialize in helping advisors provide their clients with proven, common sense financial planning and investment advice.

  • Connect
  • Industry Links
  • Legal
ciro french white
cipf logo white2

© Copyright 2024 Portfolio Strategies Corp.

All rights Reserved.