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Investia

Investia

by Industrielle Alliance, Assurance et services financiers inc.

70 ratings
43 reviews
💼 Business
💰 Finance
Free

Details

Released
March 17, 2021
Updated
September 25, 2026

Features

Developer

Industrielle Alliance, Assurance et services financiers inc.
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About

Access your investment portfolio and personal financial profile on the go. View account overviews, plan details, and contact your advisor directly. Requires registration on the Investia Client Portal.

✓Portfolio overview
✓Account details
✓Plan details
✓Advisor contact information
✓Family relationship account sharing
Show original description

What's New in Investia

2.27

September 25, 2026

The most recent update includes improvements to existing functionalities and corrections to minor anomalies.

User reviews

Most RecentHighest RatedLowest Rated

Frustrating

Investia is the worst, can't even remember your sign on
Frustrating-app9898Frustrating-app9898

Response from developer

Hello, we're sorry to hear that you're not having a good experience with our mobile application. Should you require assistance, please contact our Internet Support Centre at 1-888-585-1005.

Not ready for prime time

Other than very basic information it does little to every once in a while it decides to forget my username and password, which is difficult to input as the keyboard doesn’t support entry of numbers, required by the dual factor authentication, nor the @‘required by email. I can cut and paste stuff in, but was this thing ever tested in the real world?
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JohnRSeeeeeJohnRSeeeee

Response from developer

Hello, we're sorry to hear that you're not having a good experience with our mobile application. Please do not hesitate to write to us at social@ia.ca to share your comments. Thank you!

Withdraw

I should be able to withdraw money from the app
Meat DummyMeat Dummy

Response from developer

Hello, thank you for taking the time to give us this five-star review!

Accessibilité

Une appli qui oblige la mise à jour mais qui n'est même pas capable d'offrir le minimum d'accessibilité, c'est très désagréable... Quand on est obligé d'utiliser la reconnaissance d'écran avec VoiceOver c'est que le développeur n'a pas bien fait son travail. Merci de remedier au plus vite
Pinotte72Pinotte72

Response from developer

Bonjour, nous sommes désolés pour ces inconvénients. Nous les prenons en considération pour nos prochaines mises à jour. N'hésitez pas à contacter notre centre d’assistance Internet au numéro 1 888 585 1005 pour obtenir de l'aide.

Not good

I can’t connect thru my desktop or other devices via the client portal so have to use the app on my phone.
Then, on the app, accessing both my accounts is not intuitive and certainly not a good user experience.
The 24/7 support is the only saving grace.
ArsenalfreverArsenalfrever

Response from developer

Hello, thanks for your feedback! We apologize for this situation. Please do not hesitate to contact our Support Center at 1 888 585 1005 for assistance.

See 38 more reviews

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FAQ

What does the Investia app do?

The Investia app provides a simple and practical way to view your investment portfolio and personal profile anytime, anywhere. It acts as a mobile version of your Investia Client Portal, allowing you to see overviews of your accounts, specific account details, and plan information.

What are the key features of the Investia app?

Key features include an overview of all your accounts, including consolidated market value and details of accounts shared through family relationships. You can also view specific account details, plan details within an account, and easily access your advisor's contact information.

Is the Investia app free to use?

Yes, the Investia app is free to download and use. To take full advantage of its features, you must be registered on the Investia Client Portal. The app itself does not have any in-app purchases or advertisements.

Who is the Investia app for?

This app is designed for existing Investia clients who are registered on the Investia Client Portal. It is for individuals who want convenient mobile access to monitor their investment portfolios, review account information, and stay connected with their financial advisor.

How do I access my Investia account through the app?

To use the Investia app, you need to be registered on the Investia Client Portal. You can use your existing Investia access code and password to log in. If you do not have an account, the application provides an option to register online.