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Unitholders can access information about their Dynamic, DynamicEdge and Marquis accounts online through Dynamic's Investor Site. Once online, they can:

  • monitor holdings, see transaction history, review pre-authorized contribution plans
  • download statements, tax receipts and more
  • store all their information in one convenient and secure place
  • learn more about investing with advice through the built-in investment education & knowledge centre

Investors have been provided with an Access ID on their June 30th statement, but can also register at investor.dynamic.ca to obtain account access. Currently, only client name accounts have access to the Investor Site. Unitholders may access their account information, but cannot initiate any financial or non-financial transactions.