What information do I need to register?
You will need your User ID, Dealer/Rep Number, First Name, Last Name, Phone Number and Email address. You will then be required to provide us with additional information that will be matched to your profile for secure access. If you do not have a User ID or have questions, contact: Customer Relations Centre, Monday to Thursday from 8:00 a.m.to 8:00 p.m. EST, Friday from 8:00 a.m.to 6:00 p.m. EST 1-800-268-8186.
What can I access through Dynamic Advisor Site?
Advisor.dynamic.ca is your one stop for all of your needs, whether it's exploring practice management, discovering new tax strategies, creating an IPS for your client or just reviewing fund prices.
Our new site includes everything previously available that you'd expect on a financial portal - and then some. It's a one-stop destination for all of your business needs. Create an IPS for your client or just check fund prices. We have news feeds from the top industry newswires, golf tips and financial data from major North American markets, which you can customize into charts to get an accurate picture of your assets.
Best of all, we have some truly outstanding, industry-leading features that make advisor.dynamic.ca the only website you'll ever need for your business. Now, whether you're on the road or in the office you can stay current with our portfolio managers by subscribing to our podcasting service. Explore practice management with exclusive articles from Horsesmouth and Advisor.ca or learn new tax strategies from tax expert Tim Cesnick.
Perhaps the one feature we're most thrilled to offer you is our account aggregation software, OneLook. Finally, you are able to access your entire book of business at once. OneLook shows you a consolidated view of your assets under administration no matter which fund company holds them. Sort your holdings by each institution, or view the holdings of an individual client across multiple institutions. Analyze your year-to-date sales and compensation.
And we're not done yet. In the weeks and months to come we'll be bringing more innovations to advisor.dynamic.ca. Now that you've seen what we can do, let us know what you think. Call your Dynamic Sales team and make sure they hear your ideas for future features.
Who can register to use this site?
All Canadian financial advisors can register to use this site. You can also sign-up your assistant(s) to use this site on your behalf. Simply log onto the site and update your 'My Profile' page or contact Dynamic Customer Relations Centre.