Frequently Asked Questions

Please see the Registration guide for step-by-step instructions on how to register for Investor Hub.

Once registered for Investor Hub, you can log into Investor Hub by entering your email address and password on the account login screen. Make sure to bookmark this link to easily access you Investor Hub.

Worldsource Wealth Management

SFL Wealth Management or https://sfl.ca (Under See your Portfolio)

Desjardins Financial Security Investments

Please see the Password Reset guide for step-by-step instructions on how to reset your password in Investor Hub.

Please see the Investor Hub reference guide for a high-level overview of how to navigate Investor Hub, complete with screenshots. 

Please contact the Service Centre. You may locate the contact information in the bottom part of this page.

Please contact the Service Centre. You may locate the contact information in the bottom part of this page.

Please contact the Service Centre. You may locate the contact information in the bottom part of this page.

Yes, you can register to eServices to receive statements and tax documents online rather than paper statements in the mail. You can manage your subscriptions individually for each Client ID under Settings > eServices

Instructions on how to change your delivery preferences can be found in the eServices Guide.

Your Client ID is a 6-digit alphanumeric number (e.g., 2J0123) that describes your account group. You can find your Client ID in the information section of the first page of your statement.

Existing documents will be available within two business days of subscribing. You'll receive your first online statement in the month following your subscription date, provided there's been activity within the current month. Otherwise, you'll receive a new statement every quarter.

Investor Hub uses 128-bit encryption programs to protect the information online. This is the highest standard of encryption available today.

Only the primary account holder may manage eServices subscriptions.

An account statement is only generated when there is a buy or sell transaction that month in your account. If you had no transactions, you would receive a statement every quarter. 

If you had transactions but did not receive a statement, please check eServices within the Documents tab in Investor Hub. Your statements, trade confirmation and tax slips are filed there if you are subscribed for eServices. Your statements and tax slips are filed there if you are subscribed for eServices. You can view your Account Settings to see if your address is correct and your current subscription settings for eServices. 

Please allow until the 15th of each month to receive the account statement. 

If you have not received your statement by that time, please contact your advisor. 

Up to seven years back from your subscription date.

The eServices feature will be active within two business days of subscription. When there is activity on your account, you'll receive your first trade confirmation approximately one hour after the markets close that same day.

Note: Trading confirms are not issued for discretionary accounts.

Up to two years back from your subscription date.

Market value is the current estimated value of your holdings (i.e., if you were to sell them today). Book cost is your cost of purchasing the holdings in your account. Unrealized Gain/Loss is the difference between what you paid for a holding and approximately what you could sell it for, given current market conditions.