The Mobile App ( and Client Portal ) are online tools designed to provide our clients with easy access to key information about their investment accounts.
Note: Depending on your type of account (Client Name vs Nominee) there will be differences in the types of information available via our online tools.
Below are details about the types of information available via the PSC Mobile App:
- Accounts
- Account balances
- Holdings
- Trades
- Historical Prices
- Performance of Holdings
- Fund Facts
- Documents*
- Statements*
- Tax Slips*
* Only Nominee clients will have access to their tax receipts.