Online Portfolio Service

To request access to the Investment Planning Counsel Online Portfolio Service, you must agree to the terms of service below:

Online Access Registration

Investment Planning Counsel (IPC) is pleased to announce that we are currently enhancing our Online Client Access software. The new Univeris On-line Client Access software is a fully Internet based software package available 24/7. Univeris utilizes 128-bit encryption and further security features which parallel the security process of commercial banks and other highly secure financial institutions.

This information in the Univeris system is accurate to the best of our knowledge, however, in case of discrepancy, the Financial Institutions' statements should be considered correct. Stocks and/or bonds, Limited Partnerships and Guaranteed Investment Certificates shown on this statement may not have been purchased or processed through IPC and as such are "off book" transactions. IPC disclaims responsibility for their accuracy on this statement.

I accept I decline

On the registration form you will be asked to provide personal information and your email address so that we can identify you as an IPC client.

Once a registration is submitted, it is normally processed by the next business day. You will then receive an email containing your Temporary Password.

Password Help

If you need any help with your Password, you can submit a help request using the secure forms provided below.

Help requests are normally responded to by the next business day.

Technical Help

If you have any technical difficulties when using the IPC Online Portfolio Service, please use the secure help form provide here to submit a Technical Help Request directly to our Support Team.

Inquiries are usually answered by the next business day.