Your insurance and benefits, conveniently at your fingertips.
Two convenient ways to stay connected: online and on your phone. Discover an easier way to view eligible insurance information, keep up with your documents, and stay connected—wherever life takes you.
With iA Financial Group, My Client Space offers secure access to eligible online services, while iA Mobile makes many commonly used features accessible from your smartphone. Create your account online first, then sign in to the app. Available features depend on your policy or group plan.
Review available statements, tax forms, benefits documents and policy information in one convenient location.
Check eligible coverages, beneficiaries, transactions and contributions, depending on the products you own.
Use secure messages where offered rather than sending confidential insurance or financial details by ordinary email.
Complete certain requests and locate records online, at your convenience.
After creating an account, use eligible features through iA Mobile on supported devices.
Know where to retrieve important information before you urgently need it.
Create your secure account first, then extend convenient access to your smartphone.
Open clients.ia.ca or ia.ca/myaccount, choose Create account, and enter the personal information requested (such as name, date of birth and postal code).
Enter your activation key or contract number if requested. If you do not have it, use the portal’s recovery/request option. Follow the on-screen instructions to create your sign-in and security credentials.
After activating My Client Space, visit iA’s official mobile app page for the appropriate app-store link. Install the free app and use your eligible account credentials to access available mobile services.
The page layout and registration steps may change. Always follow the instructions presented on iA’s official site.
Your phone can be a practical companion to My Client Space. Depending on your eligible products and plan, use the app to review coverage, consult useful information, access digital documents, submit eligible group health or dental claims, and follow their status—without having to be at your desk.
Check available account and benefit information from a compatible smartphone.
When supported by your group plan, submit claims and attach receipt photographs through the app.
Track eligible claims and review payment or reimbursement details when available.
Features vary with your policy, plan, product category and access permissions. Below are examples—not a promise that every feature is available to every client.
Based on iA’s “Discover My client space” leaflet for individual clients.
Group features are not automatically available to individual life-insurance policyholders.
Make registration a useful part of your annual insurance review. Check off what you have completed.
Checklist progress is saved in your own browser on this device, when browser storage is enabled. No policy or personal account information is collected by this webpage.
Type the official address into your browser instead of following suspicious sign-in links. Never share your password, security answers, verification codes or activation key with your advisor or anyone else. Use iA’s secure messaging for sensitive documents when available. Always sign out on shared devices.
Your advisor still matters: A digital account is convenient, but it does not replace professional advice when reviewing coverage, beneficiaries, protection gaps, investment suitability or important life changes.
Register for My Client Space, then explore iA Mobile. Two convenient ways to make the most of available digital services for your policies and benefits.
This article also draws on the supplied iA documents: Discover My client space (F13-484A, September 2024), Make your life easier with our digital services (F54-931A, March 2021), My Client Space—Member Guide and InCommand—Simplified Administration Guide. Older guides may show screens that have since changed.