Already have your password?

online portfolio

First time online users, please register below.

If this is your first time using our online statements, please complete the registration request below to obtain your passwords. If you require assistance, please contact Evelyn at 519-245-4700 Ext #22.

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Online registration agreement - please read

In an effort to assist our clients in monitoring their investment accounts, we are pleased to offer all of our clients secure online access to their current account statement over the internet. This service is offered as part of our continuing effort to ensure our clients have up to date information on their investment accounts.

Security
Although we have taken special precautions to ensure the security of your password and user ID, we do caution our clients that it is their responsibility to ensure that the ID and password provided to them is kept confidential. We further caution you, that you should not access your accounts through any computer other than your own personal computer to ensure that your access or your account information does not fall into the wrong hands.
The internet is a public network and as such you need to take steps so that the security of your own computer is not compromised by consistently applying the latest anti-virus and software patches to prevent unwanted access to your information.
Access to your account is through a secure internet site and you will see evidence of this when you log on to see your information. An image of a yellow padlock in the locked position will appear on the toolbar. This tells you that the site you are accessing is a secure internet site.

 

 

 

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For CommonWealth Financial Clients Only:

To register for your password for online statements, please submit the following information. If you have not heard back from us within 3 business days, please call our office to verify that we have received your request. (* information required)
 
I have read
the above terms
* Enter Name  
would like to sign up for online access to view my investments with CommonWealth Financial, Equity Associates Inc. I understand that it is my responsiblity to take proper steps to keep my ID and password confidential and my computer secure.
 
* E-Mail
* Phone #
example: 5192454700 --no hyphens
Please select one of the following:
Please email my password and instructions to the above email address.
Please send my password and instructions by Canada Post.