Enhancing your IG experience

IG Wealth Management is dedicated to finding new ways to enhance the products and services we offer.


Enhancing your IG experience

IG Wealth Management is dedicated to finding new ways to enhance the products and services we offer. “Our goal is to let clients choose how they want to be served and then customize the service they receive,” says Ted Clark, IG’s VP of Market Insight & Experience Design. For everyone at IG, that means finding new ways to simplify complex information, streamline services, and make it more convenient for you to do business with us.  

Heading into 2020, we’re proud to share some of the enhancements we are making to improve your IG experience, starting with greater fee transparency and new ways to save.

Enhancements to fees

According to Mr. Clark, “There have been a lot of enhancements over the last year that provide clients with a better understanding of how their fees are charged and how to take advantage of IG’s personalized pricing options.” Here’s what you can expect:

Series U Funds

Our new Series U Funds come with simplified reporting that separates fees from returns.  

Group pricing

Family members two generations younger and older get group pricing when they open an IG Wealth Management account, provided you all use the same IG Wealth Management Consultant.

Tiered pricing

Our fees are now based on the total amount of assets under administration. As you invest more, the percentage you pay in fees goes down.

Online and self-service enhancements

We recently shared some exciting news about how you can see more, do more, anytime in real time. This included many of the things you told us that you prefer to do on your own, and on your own schedule including:

  • Accessing information faster
  • Viewing and receiving notifications
  • Creating a digital signature for those times when you need to authorize activity
  • Making changes to your profile
  • Switching to paperless statements

We have also added new features for more anytime access to your IG Living PlanTM and portfolio online. This includes:

  • Paperless account opening and transfers
  • Video conferencing with your IG Wealth Management Consultant
  • Enhanced cyber security and improved safeguards

Your IG Living Plan works best when you and your IG Consultant spend time reviewing your goals, keeping your plan up to date, and focusing on new opportunities, such as family and tiered pricing plans. All of these enhancements are designed to let you do the things you want to do on your time, at your convenience.

If you have any questions about your statement, your fees, or any of the new ways we are making your IG experience personalized, please contact your IG Wealth Management Consultant. 

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