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eAdvisor/iFAST™

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eAdvisor/iFAST™ is a tool for Financial Advisors. Please contact the Brandes Client Service Team at 416.306.5678 or 888.861.9998 to obtain your user ID and password, or if you have any questions, or have trouble accessing e-Advisor 

 

Launch eAdvisor/iFAST™ now


We welcome your suggestions and comments

In our continuing efforts to provide features that help you serve your clients, we welcome your suggestions, comments or requests for access.

Contact the Brandes Client Services Team at 416.306.5678 or 1.888.861.9998


Features

Pre-Authorized Cheque (PAC) Inquiry

View PAC Information including: amount, next PAC date, bank info, fund allocation

Capital Gain/Loss Inquiry

View capital gain/loss information and download a summary in Adobe Acrobat (pdf) format

Contribution Receipts On-line

Download original, amended and cancelled receipts in pdf

Current year and historical

T3 Supplementary, Relevé 16

Download and view tax slips, NR4s, etc

Current year and historical

On-Line Transaction History

Generate a PDF based on date range and preferred currency

DSC Calculator / Free Units

Calculate DSC for specific dollar amounts and units

View cumulative free and matured units

Historical Market Value

View settled, unsettled units and market value as of a specific date

Historical Fund Prices

View past fund prices within a date range

 
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