820 Development Drive, Kingston, ON K7M 5V7View on Map »

Portfolio Access

New Users

New Users

Register for access by providing your name and other details via our registration form.

Once a registration is submitted, it is normally processed by the next business day.

You will then receive an email containing your Temporary Password and further instructions.

Register Now - Limestone
Register Now - Parasol

Password Help


If you need to reset your Password, you can submit a help request below.

Help requests are normally responded to by the next business day.

During regular business hours you can also call our office at: (613) 634-3191.

Password Reset - Limestone
Password Reset - Parasol

Technical Support


If you have any technical difficulties you can call the number below.

Please call 1-888-585-1005 if you require immediate assistance with your FundEX or Investia Client Portal account.

Client Portal Support