Ripplinger Financial Corp
  • Home
  • About
  • Menu of Services
  • What is your Goal?
  • Our Office
  • Calculators
  • RippFin for Kids
  • Recent Intelligence
  • Contact
  • My Portfolio

My Portfolio

Funds Direct “My Portfolio” Online Account Access
 
Ripplinger Financial and our dealer, Funds Direct Canada, are excited to introduce our new “My Portfolio” online account system.
 
Signing up for online account access is a simple 2-step process:
 
Step 1:
 
Begin the registration process at https://advisor.fundsdirect.ca/myportfolio/.   (Click on the link below)
​Once there, click on "Register Now".
My Account
Picture

​The prompt will ask for your name, date of birth, phone number, email address and the last three digits of your SIN. These credentials must match what we have on file for you.
 
Please note, the prompt will also ask for a Log In ID/User ID, which you create. The Log In ID/User ID can be whatever you like, just be sure to remember it as you will need it to sign into your account once it has been set up.
 
​Step 2:

After you have completed Step 1, you will receive an email from Funds Direct confirming your enrollment.  The email will provide instructions on how to finish the set-up process, including choosing a password.

Paperless Statements (Optional):
 
Please note that signing up for My Portfolio does not automatically opt you out of paper statements.
 
If you would like to opt-in to receive electronic statements in lieu of paper ones, head to the Settings tab near the bottom of the menu column on the left-hand side of the screen. Once there, click on the options to “Consent to Electronic Delivery of Statement” and “Consent to Electronic Delivery of Document”, confirm your email address, and click “OK”.
 
Funds Direct App:
 
Check out the Funds Direct App available on the Apple App Store and the Google Play Store. With the app you are able to view your balances, track your performance, track transactions and more.  Please note you must be registered for “My Portfolio” in order to log into the app.  Use the same credentials that you set up above to log into your account using the app.
 
If you have any questions or need assistance, please contact clientcare@fundsdirect.ca. (Click on link below)


Funds Direct - Client Care

Hours

M-F: 10:00am - 5pm

Telephone

306.791.0166
306.791.0188

Email

k.ripplinger@fundsdirect.ca​
jake.ripplinger@fundsdirect.ca

Disclaimer
Insurance products and services are offered by Ken Ripplinger.  They  are not provided through Funds Direct Canada Inc. (FDCI) and are not the responsibility of FDCI.  FDCI will not be supervising insurance related products and services and will not be held liable for any errors or omissions relating to insurance products and services.  

Ripplinger Financial Corp is a trade name under which Ken Ripplinger and Jake Ripplinger sell mutual funds.  Ken Ripplinger and Jake Ripplinger are registered to sell mutual funds through Funds Direct Canada Inc. 

Customers' accounts holding mutual funds are protected by the MFDA Investor Protection Corporation (IPC) within specific limits.  Customers with accounts in Quebec are generally not covered by the IPC.  Please refer to the IPC Coverage Policy on the website at
www.mfda.ca/ipc for a description of the nature and limits of coverage, or contact the IPC at 1-888-466-6332.
Picture
Photo used under Creative Commons from Looking Glass
  • Home
  • About
  • Menu of Services
  • What is your Goal?
  • Our Office
  • Calculators
  • RippFin for Kids
  • Recent Intelligence
  • Contact
  • My Portfolio