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Your investments are all in one place – no need to sign in separately!
Linked Aviso investment accounts will appear alongside your everyday banking, giving you secure and convenient access to your investment details, recent transactions and account balances.
The digital banking account access is view-only. To make trades or manage investments, you will still sign into Qtrade Direct Investing directly.
1. Go to "Wealth Management Accounts" in the main "Accounts" drop-down menu.*
2. Click “Link Account."
3. Select the Aviso platform(s) you want to link (Aviso Wealth, Qtrade Direct Investing or Qtrade Guided Portfolios).
4. Enter the following details: Client ID, Last Name and Postal Code.
5. Click "Confirm" if all details are correct or “Back” if you need to make changes.
6. Enter the one-time password (OTP) sent to your email and click “Confirm.”
7. The Aviso account is now linked.
You can link multiple Aviso platform(s), including Aviso Wealth, Qtrade Direct Investing and Qtrade Guided portfolios, using your Aviso Client ID.
* When adding an Aviso account through the mobile app, select “Accounts” from the bottom toolbar, then “Link account.” From there, choose your Aviso platform(s) and continue the steps as above.
You can disconnect any linked accounts anytime through online or mobile banking and re-link them whenever needed.
Simply go to the account you want to disconnect and click the trash can. You will be asked to verify, click “Yes, disconnect” or “Continue” if on mobile. You will receive confirmation on successfully disconnecting the account.