How to Retrieve Your Online Account Statement

Get your statements online and review transactions and banking patterns whenever you like.

Accessing Your Online Statement Is Convenient and Easy

GP Wealth Management will send an email communication to advise you when the financial statement is available for viewing on its secure website. The notice should include a direct link to the login page. You will use the login ID and the password previously set up to access the secure client site.

Steps

Select the web link provided in the email communication to access the login screen shown here. Enter the login ID and password into the fields provided Click on the “MY ACCOUNTS” tab as shown below. The screen below will appear once you have clicked on the “MY ACCOUNTS” tab. Click on the “My Documents” tab and then the “Account Statements” tab. The “Account Statement” screen includes a list of all of your account statements. The most recent statements will appear at the top of the list. You will receive an email from GP Wealth Management each quarter notifying you when a new statement is available. The “Year” dropdown menu at the top right corner of the screen can be used to filter the report list to display reports for the desired reporting year. By clicking on one of the hyperlinks in the description column, you will retrieve an account statement as shown below.

Customer Service

Are you looking for assistance locating your online account statement?

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Important Information

  • E-Delivery Consent - Terms of Use

    E-Delivery Consent

    The following information describes the terms of use of the E-Delivery Services provided by GP Wealth Management Corporation.

    Terms of use

    Consent to Electronic Delivery of Documents

    I have read and understand the “Consent to Electronic Delivery of Document” and hereby provide you with my consent to electronic delivery of the documents listed below, in lieu of receiving such documents by mail, all in accordance with the following terms, conditions and instructions:

    Explanation of Electronic Documents

    The following documents are covered by this consent:

    • Quarterly Account Statements in accordance with MFDA and Securities Regulation Requirements
    • Charges and Compensation Report

    This consent agreement will also cover documents as they become available from GP Wealth Management which is permitted by law to be delivered electronically. GP Wealth Management will advise me by electronic mail or notice on this web site that a document has been added and will update my consent profile to include any additional documents. I acknowledge that I am not required to consent to electronic delivery of documents and that by electing to receive the documents electronically I will no longer receive them by regular mail. However, I may receive, at no cost, a paper copy of those documents delivered electronically by contacting us at:

    Investor Services

    Phone: 1.800.608.7707 extension 21 Email: password@gpwealth.ca *Available Monday to Friday from 9:00 a.m. to 5:00 p.m. EST. I further understand that I will be provided with a paper copy of any documents delivered electronically if electronic delivery fails.

    Customer Responsibilities

    • I have obtained a valid User ID and Password to access my GP Wealth Management account online prior to using this feature
    • I will use the User ID and Password to gain access to my accounts in a secure area;
    • I am solely responsible for retrieving and viewing documents after being notified via email that my documents are ready for view and retrieval; and
    • I am responsible for informing GP Wealth Management of any changes to my email address.

    Technical Requirements

    To ensure secure transmission of customer information and maintain in confidence all client personal information we use 128 bit (SSL) encryption technology. In addition appropriate firewalls and other security measures have been input into place. In order to retrieve the documents, I will have the following hardware/services:

    1. Internet Access
    2. An Internet-capable personal computer; and
    3. A valid Internet email address

    In order to retrieve documents and view documents, I will have the following software:

    1. Adobe Reader 9.0 or higher. Click on the link to download and install Adobe Reader FREE – http://get.adobe.com/reader
    2. Internet Explorer 7.0 or higher

    Revoking this Understanding

    I have the option of revoking this consent through the “My Profile” section within the secured site and selecting the electronic delivery “unsubscribe” option. By clicking on the “I agree” option, I acknowledge that I will receive all documents electronically from GP Wealth Management through secured on line access. I have read and understand the “Consent to Electronic Delivery of Document” and hereby provide you with my consent to electronic delivery of the documents listed above.

  • How to Subscribe to E-Delivery

    How to Subscribe to E-Delivery

    [PLACEHOLDER FOR INSTRUCTIONS FOR NEW WEBSITE] [INSTRUCTIONS FOR OLD WEBSITE BELOW] Enter your login information which includes your “Username” and “Password.”             Once you have successfully logged in, click on the “MY ACCOUNTS” tab.             You will be prompted with the “New Service Available” message pop-up window as shown below. The message will ask if you are interested in registering for the electronic statement delivery service. Select the “Yes” button to begin the E-delivery registration process. If we do not have your email address then you will be prompted to provide us your email address. Enter the email address that you wish to receive notification of your Account Statement being available. Select the “Ok” button to proceed to the next step. Next, you will be prompted with the “Terms of Use and Copyrights” message similar to the screen shown below. Please be sure to read the “Terms of Use and Copyrights” details. If you consent to receive Account Statements electronically you may wish to print the terms of use and copyright information and retain a copy for future reference. Select the print icon Print to preview and print the document. The terms of use print preview window will appear as shown below. Select the print icon Print and retain a copy of the “Terms of Use and Copyrights” information. After the copy has been printed you can select the “Close” button to return to the “Terms of Use and Copyrights” screen. Next, select the “Yes, I agree” option and click the “Continue” button to proceed to the next step as shown below. The “Confirmation” screen will appear as shown. The email address entered in step 3 above is displayed once again so you can confirm the information is correct. Select the “Ok” button to complete the registration process.

  • How to Retrieve your Account Statement - SHOULD BE REMOVED

    How to Retrieve your Account Statement

    How to retrieve your account statement

    GP Wealth Management will send an email communication to advise you when the financial statement is available for viewing on its secure website. The notice should include a direct link to the login page. You will use the login ID and the password previously set up to access the secure client site.

    Steps

    Select the web link provided in the email communication to access the login screen shown here. Enter the login ID and password into the fields provided Click on the “MY ACCOUNTS” tab as shown below. The screen below will appear once you have clicked on the “MY ACCOUNTS” tab. Click on the “My Documents” tab and then the “Account Statements” tab. The “Account Statement” screen includes a list of all of your account statements. The most recent statements will appear at the top of the list. You will receive an email from GP Wealth Management each quarter notifying you when a new statement is available. The “Year” dropdown menu at the top right corner of the screen can be used to filter the report list to display reports for the desired reporting year. By clicking on one of the hyperlinks in the description column, you will retrieve an account statement as shown below.

  • How to Reset your Password

    How to Reset your Password

    [PLACEHOLDER FOR INSTRUCTIONS FOR NEW WEBSITE] [OLD INSTRUCTIONS BELOW MINUS THE IMAGES] Go to the LOGIN page and click on “Forgot password” as shown in the screen below. A new screen will display as shown below where you can enter your username and click on the “Continue” button. Next, you will be asked to answer the security questions you provided as shown in the screen below and then click on “Next” Next you will be asked to enter your new password and confirm as shown in the screen below. You will then be able to use this new password to access your account.

  • Online Privacy Policy

    Online Privacy Policy

    Your Privacy Is Protected

    You can visit and browse the GP Group of Companies website and find out about our products and services from GP Wealth Management Corporation and GP Capital Insurance Agency Ltd. without giving us any information about yourself. If you do provide personal information through the website, such as your address, e-mail, telephone and fax numbers, as well as demographic and customer identification, we will not disclose it to external organizations unless we’ve been authorized by you or are required to do so by law. The information provided to GP Wealth Management and/or GP Capital Insurance Agency Ltd. over the website will be used to support your business relationship with us and will be maintained by us as necessary to fulfill our legal and regulatory requirements. The GP Group of Companies website may contain links to other websites. The GP Group of Companies is not responsible for the privacy practices or the content employed by other websites. The GP Group of Companies may change this privacy statement at any time. Any changes or updates will be effective immediately upon posting to this website.

  • Internet Security Policy

    Internet Security Policy

    We work hard to protect your confidential information and privacy when you deal with us online. In order to provide you with secure access to your accounts and information online, we use several layers of security mechanisms, technologies, processes and procedures. From your secure login, through to your log-out, our Internet Security Policy is designed to prevent unauthorized access to your information. Furthermore, our internal processes and procedures ensure that only staff members who require your personal information are authorized to access it on a need to know basis. Each employee must use their personal password to access the information they require and all employees are trained to instill a high level of awareness of technology-related threats and staff responsibilities to protect and manage client information.

    Secure Login

    For your protection, we require that you use your client identification and password to verify your identity before you can gain access to your accounts and information. Your password should be kept secret at all times. If you fail to provide the correct password, you will be denied access. Prior to logging in, your Web browser will establish a secure Secure Socket Layer (SSL) connection between your computer and our Web server. To make sure that your Web browser has established a secure connection, look for an enabled security symbol, such as a closed padlock on your browser. Or check that the prefix on our website address, or URL, has changed from “http” to “https.” This indicates that your communication with us is private and safe.

    Timed Logout

    To further protect against unauthorized access to your accounts, for example, if you leave your computer without logging out of our system, the session will automatically terminate after 20 minutes. If your session terminates you will have to login again to continue your activities.

    What Can You Do to Be Safer Online?

    While we do our utmost to ensure security and confidentiality, there are steps you can take as well to enhance your security when using the Internet and when conducting business online.

    1. We recommend that you always use a Web browser that supports 128-bit encryption. In fact, you will be required to use a 128-bit browser to access the secure section of the GP Wealth Management Web site. As well, keep your browser application up-to-date with any security enhancements offered by the developer.
    2. Always log out at the end of your secure session. If you are on a computer accessed by other people, clear your cache at the end of each session.
    3. NEVER share your password.
    4. Do not send confidential information by email. Remember, email is not a secure form of communication.
    5. Do not respond to emails requesting your password or other login information. If you receive such an email, please contact us right away.
    6. If your computer is on a home network, change the default password for the router. For wireless networks, ensure you have enabled the appropriate encryption and security options. If you are unsure of how to do this, consult the manual, or visit the manufacturer’s website.
  • Legal Disclaimer

    Legal Disclaimer

    Although considerable care has been taken in preparing and maintaining the information and materials contained on this web site, they are provided on an as is basis, without warranty of any kind either express or implied. In no event will GP Wealth Management or its affiliates be liable for any damages, including without limitation direct or indirect, special, incidental, or consequential or punitive damages, losses or expenses arising in connection with this web site. The information contained in this web site is provided for information purposes only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual. For information specific to your situation you should consult a GP Wealth Management Financial Planner or other appropriate investment, legal or accounting professional. If you rely on the information contained in this web site without seeking professional advice you do so at your own risk. The products and services described on this web site are only offered in jurisdictions where they may be legally offered for sale. Facts and information provided by GP Wealth Management are believed to be accurate when placed on the web site. Changes may be made at any time to the information at this web site without prior notice. Links to other web sites or references to products, services or publications other than those of GP Wealth Management at this web site, do not imply the endorsement or approval of such web sites, products, services or publications by GP Wealth Management. Links to other Internet resources or web sites are meant for convenience only and are for use at your own risk. Certain names, graphics, logos, icons, designs, words, titles or phrases at this web site may constitute trade names, trademarks or service marks of GP Wealth Management or other entities. Trademarks may be registered in Canada and in other countries as applicable. The display of trademarks on pages at this web site does not imply that a license of any kind has been granted. Any unauthorized downloading, re-transmission or other copying or modification of trademarks and/or the contents herein may be a violation of federal or common law, trademark and/or copyright laws and could subject the copier to legal action. All information at this site is protected under the copyright laws of Canada and in other countries. In addition, certain information may be copyrighted by others. Unless otherwise specified, no one has permission to copy, redistribute, reproduce or republish in any form, any information found at this web site. © 2020 GP Wealth Management Corporation. All rights reserved.

Stay Safe Online

  • Learn about Email and Website Fraud

    Learn about Email and Website Fraud

    If you believe your confidential information may have been stolen or obtained by a fraudulent party either online, by telephone or through any other means, call us immediately.

    Phishing Emails

    If you suspect you’ve received a phishing email, please notify us by forwarding the suspicious email to phishing@gpwealth.ca for analysis. Please note: The mailbox for phishing@gpwealth.ca is an automated mailbox intended only for reporting phishing and website fraud – we are unable to provide responses from this mailbox. If you require a response, please direct your question by phone at 1-800-608-7707.

    Website Fraud

    To report fake websites masquerading as any of the GP Group of Companies websites, send an email to phishing@gpwealth.ca with the subject “Fake GP Group of Companies website.” Remember to copy the full URL (website address) into the body of the email.

  • Report a Concern

    Report a Concern

    Report a Breach of Confidential Information

    If you believe your confidential information may have been stolen or obtained by a fraudulent party either online, by telephone or through any other means, call us immediately. CLICK HERE

    Report ID Fraud

    If you think you are a victim of identity fraud and you are a GP Wealth Management client, call us immediately. CLICK HERE

    Ask General Questions

    If you have questions regarding general privacy or security matters, don’t hesitate to call us. CLICK HERE

    Make a Complaint

    If you have a concern, we are here to help. Provide us with the details. CLICK HERE

  • Practice Safe Computing

    Practice Safe Computing

    10 Tips for Staying Safe Online

    We’re concerned about the safety of your personal and financial information. While we employ rigorous security and technological safeguards, you can help too.

    Here are some strategies to help you practice safe computing and protect your online privacy:

    1. Protect your personal information. Be aware of schemes that ask for personal or financial information. Never respond to unsolicited requests for confidential information.
    2. Choose effective passwords. Choose passwords that are difficult to guess but easy for you to remember. Use multiple passwords, change them frequently and use ones that include a mix of letters and numbers: all essential components of online safety.
    3. Verify a message before you take any other action. Do not click on a link, call a phone number, wire money or take any requested action, unless you first verify that a request is legitimate. Verify it using information from a source other than from within the message itself.
    4. Limit the online information that you make available about yourself. Be careful about including personal information online, on social networking sites, in chat rooms and in unencrypted email, as fraudsters may try to get at your information for their own benefit.
    5. Be cautious in your online activity. Be aware that email scams and malicious websites quickly surface for publicized or recurring events or when any news story breaks. Use caution when accessing new sites.
    6. Be wary of pop-up windows. Don’t click on any action buttons within a potentially suspect pop-up window, including those requesting financial or identification information and those offering to sell you something.
    7. Maintain a suite of security software products. This should include a reputable personal firewall, anti-virus, anti-spam and anti-spyware, all necessary to provide online protection for your computer and your information. Beware of pop-up warnings that your computer is infected and instructing you to buy or download software to fix the problem.
    8. Keep your computer healthy. Take advantage of automated updates for your web browser, operating system and for all software that supports your online behaviour, e.g. browser plug-ins such as PDF viewers, or regularly check the applicable websites for required software patches and updates.
    9. Remember to log off. Ensure you properly log off and close your browser to prevent others from being able to view your information later.
    10. If it looks too good to be true, it probably is! Be cautious of emails and websites that promise incredible deals and monetary windfalls. You may end up giving your financial information to fraudsters or downloading malicious software by clicking on a tempting link.
  • Common Schemes and Scams

    Common Schemes and Scams

    The following are common scams used to gain access to personal and financial data.

    Phishing

    Learn what phishing is and how to protect yourself. Phishing emails are becoming more sophisticated and can be tricky to spot. Being able to recognize phishing emails can help prevent you from becoming a victim. Phishing is a common online scam designed to trick you into disclosing your personal or financial information for the purpose of financial fraud or identity theft.

    How does it work?

    • You receive an email that seems to be from a legitimate company. A phishing email will give you a bogus reason to lure you into providing your personal information (examples are there has been a security breach or you can have an opportunity to enter a contest).
    • Typically, the email will encourage you to click on a link that takes you to a phony website, which will look authentic by copying the brand name and logo of a real company.
    • This phony site will ask you for personal information such as credit card numbers, account numbers, passwords, date of birth, driver’s license number, and social insurance numbers.

    While you may believe you are giving your information to a valid company, instead you are actually providing your personal and confidential information to an individual who will use it for fraudulent purposes!

    How was my email obtained?

    Email addresses are easily obtained and shared on the Internet –much like phone numbers and mailing addresses.

    Successful fraudsters:

    • Target companies with large numbers of customers.
    • Send thousands of phishing emails in order to reach as many customers as possible (many of the emails are also received by non-customers).
    • Compose the email messages in such a way as to trick people into revealing their confidential information.

    Recognizing Phishing Emails:

    “Phishing” emails masquerading as notifications from Financial Institutions are an ongoing challenge for consumers. Be aware that criminals are behind phishing emails. Their intention is to obtain your personal and confidential information which they can use to commit financial fraud or identity theft. If you are unsure if an email request is legitimate or not, take a few moments to verify the request before you give out information or click on a link. Be sure to verify the request using another source, not a source that is provided within the email itself. Remain wary of unsolicited emails and always be cautious in your online activity. Those simple steps can help protect you from falling victim to a scam.

    Your best defense against these email scams remains knowing how to recognize them:

    • Phishing emails may begin with a generic greeting such as “Dear Client” or the more sophisticated ones will address you directly by name or email address
    • Beware of emails requiring your “immediate action” in order to prevent a service from being shut down unless you log on “now” or enter your personal, financial or credit card information. These are classic phishing email techniques and should always be viewed skeptically
    • Be suspicious of all unsolicited emails that request personal information, even if you recognize the name of the sender. Though that email may contain your name and other information that applies to you, it may still be a scam
    • Don’t be fooled by emails that offer “too good to be true” enticements

    Also, beware that email scams regularly take advantage of timely events to promote fraudulent websites. Examples include:

    • when tragic incidents occur, fake charity sites pop up
    • when “juicy” stories make the news, websites promising the latest pictures or information quickly surface
    • for sporting events, phony websites offer amazing deals on seating
    • on occasions such as tax season, emails try to scare you into entering personal information on a fake website
    • for annual holidays, fraudsters’ websites promise “unheard of” shopping deals.

    The goal of all of these scams is to get you to click on a link or access the fraudsters’ website. The result could be an automatic attempt to secretly load malicious code to your computer. Or the email or website could contain convincing tactics to get you to enter your credit card or other personal information that could be used to commit financial fraud against you.

    Fake Charities

    If you receive an unsolicited call, asking you to donate to a charitable cause, don’t give your credit card number over the phone or agree to have someone collect a cheque in person. Ask the caller to mail a pledge form to you or take their telephone number, to call them back. Do not return the phone call until you independently verify that the phone number is legitimate.

    Telemarketing Scams

    These scams are when you are contacted by a supposed telemarketing firm, claiming that you have won a prize or a trip, but asking for your credit card number, requesting that you purchase a promotional item, or that you pay the taxes for that prize or trip, in order to collect your winnings. Be highly suspicious when receiving voicemail messages directing you to call and provide credit card or bank numbers. These types of scams are called “Vishing”. Rather than provide any information, we advise you to discontinue the call and contact your bank or credit card company directly to verify the validity of the message or the prize. If you think that you may be involved in a telemarketing scam, contact the authorities:

    • Canada: PhoneBusters at 1 (888) 495-8501.

    Unusual Requests That Are “Too Good to be True”

    Be suspicious if you are contacted by phone, mail, email or fax and told that you’ve won, inherited or been included in a business venture involving large sums of money. Also be alerted to another scam, if you are selling personal property (e.g. a car or other goods). A fraudulent person may pose as an interested buyer, pay for the goods with a cheque that’s substantially greater than the asking price, and then call you to request that you return the overpayment. In many cases, the original cheque is stolen, counterfeit or altered and is not returned to the bank until a much later date. You won’t discover there is a problem with the cheque until you have returned the so-called “overpayment.” Be careful about sending any funds back by cheque or wire transfer. If you are sending a payment via wire, ensure that you are comfortable with your transaction and that you are fully aware of to whom you are sending the funds. If an individual or third party asks you to make a deposit or open an account on their behalf, ensure you are confident of their identity and the validity of their reasons for the request before you do so. Be extremely wary of this kind of request.

    Job Scams

    Advertising opportunities to make extra money, earn money from home or make a career move have never been greater. Unfortunately, not all employment advertisements are legitimate. Avoid a type of job scam known as a payment-forwarding or payment-transfer. Be wary of jobs where you are asked to accept and transfer money from one bank account to another. Often the receiving bank account will be in a different country, and you will be requested to have an account at a specific bank in Canada. You may be instructed to keep a small percentage of the money being transferred as payment. The details of this type of scam vary and can be quite clever. Fraudsters may request a job applicant’s bank account information in order to set up a direct-deposit payment schedule, or they may transfer the funds themselves without the applicant’s knowledge. Fraudsters may steal company names and corporate logos to make their ad or email more convincing. They may also scan for resumes that job seekers have posted online and then contact them directly. Always ensure any potential employers and requests are legitimate. Be aware of this type of scam. If you transfer money that has been stolen or is being laundered you could be an accomplice to the crime, under the law.

    Advance-Fee Scams

    Posing as a reputable financial institution by copying its brand and logo, fraudsters promote supposed pre-approved loans and mortgages or unusually high-interest rates for investment products. Business is solicited on the strength of the reputation of the financial institution, and money is requested upfront to secure the approved credit or high-return investment product. Always ensure that the institution and offer is legitimate. If you are uncertain, call the institution to verify the offer using the institution’s legitimate phone number that you have independently obtained, not the phone number printed on the suspicious offer.

  • Privacy and Security

    Privacy and Security

    Your Privacy Is Protected

    The GP Group of Companies follows comprehensive privacy policies and security practices to ensure compliance with laws and to support our commitment of trust. Our Privacy Principles, within our Privacy Policy, describe how we collect and use client information, how it may be shared and with whom, our security practices and your choices. VIEW OUR PRIVACY PRINCIPLES

  • Browser Requirements

    Browser Requirements

    Ensuring Your Online Experience Is Safe

    When you access your accounts online, you can protect yourself by using an up-to-date browser with the most recent security updates. To ensure the security of GP Wealth online, we support the following browsers that use 128-bit encryption. Select one of the links below if you need to update your browser to the latest versions of:

    Here’s a list of the latest supported operating systems:

    • Microsoft Windows
    • Apple MacOS, including iPad

    JavaScript

    You must have JavaScript enabled on your browser to use the GP Wealth websites. We use JavaScript to make our websites easier to use.

Investor Protection

Learn about the safeguards that have been put in place to protect your investments and savings

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner. DOWNLOAD THE DOCUMENT

GET ON-LINE ACCESS

To obtain access to your accounts, email us or contact us at 1-800-608-7707 ext. 242.

© 2022 GP Wealth Management. All rights reserved.