You will need to sign in, and then click “Fast & Full Life Insurance”  or “Fast & Full Investments” which is located under the “Quick Links” section on the right side.

*Please remember to use your FundServ Code for Fast & Full Investments, and not your Life Insurance Code

For Electronic App (Life) | Open the iA Interface Software, Click on “Insurance”, and click on “EVO Launch” to the right.  Begin your illustration, entering in client last name, first name and date of birth, and all other relevant details for the product being applied for.  Once this has been entered, the “Go to the e-application” button will be highlighted in the bottom right hand corner, and you will begin the electronic application process, which will prompt you to sign in using your advisor code and password.

For Electronic App (Savings & Retirement) | CLICK HERE You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “New Issue – Individual Savings & Retirement”, then click on “Get Started”, and then “Continue” in the lower right.

*Please remember to use your FundServ Code, and not your Life Insurance Code

For Electronic App (RESP) |CLICK HERE You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “RESP New Issue – Individual Savings & Retirement”

*Please remember to use your FundServ Code, and not your Life Insurance Code

For Electronic App (Disability) | CLICK HERE You will then need to click on “Log In” at the top right.

You will need to sign in, and then click “EZcomplete Online Application” located on the toolbar along the top, then click “Go to EZcomplete”, and click “New Application”.  You will have the option to do an Insurance App or Savings and Retirement App.

*Please remember to use your FundServ Code for the Savings and Retirement App, and not your Life Insurance Code.