Independent Planning Group

 

What's in your Toolkit? Not sure? Well take a look at what you're missing! Watch it now

Keeping in Touch with Technology

Our clients can take advantage of easy to use IPG Online Services for real time, secure access to their financial accounts and information. Your portfolio will be consolidated and valued daily, so you and your financial planners can gain a complete view of your financial picture and evaluate performance at any time, at home or on the road, so that you are better able to make important financial decisions quickly and effectively.

Peace of mind

You deserve the assurance of knowing that you – and you alone – are in complete control of your path towards accumulating and maintaining wealth. At IPG, we are dedicated to keeping your private financial information secure and have taken every technological and procedural precaution to safeguard your data.

Online capabilities

Using our IPG Online Services, you can:

  • Review your financial holdings
  • Communicate or book an appointment with your advisor
  • File important financial documents
  • Grant permission for other professionals to access your data
  • Make requests for specific information
  • Securely access archived documents and other uploaded resources

For more information, please read our Privacy Policy.