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SSQ Insurance - How to pull your in force investment client listing
SSQ Insurance - How to pull your in force investment client listing

inforce, in force, investment, client listing, client, listing, SSQ

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Written by WINBIG
Updated over 5 years ago

How to pull your in force investment client listing

STEP 1:  Log in to the SSQ Secure Access for Advisor Site:  https://ssq.ca/en/advisors
and click the Login Icon in the top right hand corner.

Click Advisor and choose investments:

STEP 2:  Once logged in, on the left side of the home page click on Services, 

Managing Your Client - you can search by individual client/contract, or click search and a list of clients will appear.

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