Client Portal
Your documents,
securely in one place.
WiseInvest provides every client with a private, encrypted document folder. Share files with your advisor and access your statements whenever you need them.
- Microsoft enterprise-grade encryption protects your files at rest and in transit.
- Private folders — each client sees only their own documents, nothing else.
- First time signing in? Call your advisor — we will walk you through it in minutes.
Secure Access
Access your documents
Your WiseInvest advisor has sent you a personal access link by email. Use that link to open your private folder — no password or Microsoft account required.
- Check your email Find the message from WiseInvest containing your personal secure link.
- Open your personal link Every client has a unique private link. Yours was sent by your advisor.
- Enter your one-time code A 6-digit code arrives in your inbox. Enter it to verify — no password needed.
Use the link your advisor emailed you.
Your folder can only be opened from your personal link — it is unique to you and cannot be reached from this page.
Search your inbox for “WiseInvest”, and check your junk or spam folder if you do not see it.
Still stuck? Email info@wiseinvest.ca and we will resend it.
Do not have your link yet? Contact your WiseInvest advisor and we will send it right away.
Need help?
Call your advisor or email info@wiseinvest.ca
WiseInvest will never ask for your password, banking credentials, or a one-time code by phone or email. If a message seems unusual, call the office before acting on it.