Starting today, customers of Dynamic Mutual Funds can access their Dynamic investment documents online using epost, the service that delivers the mail online for Canada Post.
Dynamic is the first wealth management organization in Canada to offer their documents online using epost.
Clients will now have the convenience of being able to access their account statements and trade confirmations anywhere they have access to the Internet. Soon, Dynamic clients will also be able to access their RSP contribution receipts and tax slips online, allowing them to take advantage of epost’s integration with Intuit’s Quicken and QuickTax products.
All Dynamic’s electronic versions of client’s tax slips and RSP contribution receipts, as well as account statements and trade confirmations, will look just like they do in the mailbox at home — but without the paper.
“The ability to receive and view statements online gives our customers even greater control and flexibility over how they manage their personal finances,” said David Goodman, president & CEO of Dynamic Mutual Funds.