My Investments

Get your fund information anytime, anywhere

Client Login

Now you can have your mutual fund account and/or segregated fund policy information at your fingertips anytime.

The new investment summary website allows you to check your investment balances and get information about your accounts and policies at the click of a button.

To register:

Go to and bookmark the site for future reference. To complete the registration process you’ll need the following:

You’ll see a page confirming your registration was successful along with your client ID. Keep your client ID handy as you will use this to log-in.

Logging In:

Once you’ve registered you’ll use your client ID to log in. If you forget your password, you can get a new one by choosing “Forgot your client ID or password?” from the login page. You can also change your password from the My Profile tab.

If you have any questions about your investments, please do not hesitate to ask. If you are experiencing issues logging in or have any questions about the site, please call 1-877-566-5433.

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Shelley and her team are amazing to deal with! My family has been dealing with Shelley...
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Our family has been with Freedom 55 Financial since the early 1980’s. For many years we...
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