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Client Portal

New Users

New Users

Register for access by providing your name and other details via our registration form. Once a registration is submitted, it is normally processed by the next business day.

You will then receive an email containing your Temporary Password and further instructions.

Register Now

Investia Mobile App

Investia Mobile App

We are pleased to introduce the Investia app, our brand new application that lets clients navigate through the Investia Client Portal directly from their mobile devices.

With the Investia app, you can access your account information easily and free of charge.

Get the App!

Password & Technical Support


For issues with your password or if you need technical support regarding your client portal account or the NEW Investia Mobile App, please call Investia at 1-888-585-1005.

Alternatively, you can click on the call link below for immediate assistance.

Call Investia