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".
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".
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)
