Investor’s Edge is making changes to enhance your online investing experience. You can preview some of these updates by signing on to your account, where you’ll find a link to our new Beta site at the top of the My Accounts page.
Simply sign on to your Investor’s Edge account from either desktop or mobile. Once you’re on the My Accounts page, you’ll find a link to the new Beta site in the top right corner. And once you’re done, you can switch back to the current website.
Video: Navigating the Beta site(1:59)
Want more help? Check out this short video that will show you where to find the Beta site and take you on a quick tour of the changes.
We’ve got a great new look and a simpler menu for both desktop and mobile.
Among the key changes to My Accounts, your information has been better organized and your account totals are more easily found to help you track progress
The new menu bar makes it easier to navigate
Account Holdings has consolidated your information from 3 tabs into 2, making monitoring your investments more convenient
The Most Recent tab is new and delivers a quick account summary where you’ll find a breakdown of your securities and cash
Get direct access to both book value and gain/loss, now combined under the Book Value tab
We’ve also enriched the investment journey for all of our clients by continuing to support those with diverse challenges. Our clients will soon be able to take advantage of these accessibility features:
Enhanced high-contrast colour makes our site easier to read if you have vision challenges
Alternative text makes sure that important images can be interpreted by screen readers
Descriptive page titles and labels tell you where you are on our site
Plain and concise language makes it easier to find information and better understand it if you’re new to investing
Error messages let you know what happened and how to fix it
Skip links allow you to avoid repetition and get where you want to go faster
Frequently asked questions about the Beta site
You can check out some of our enhancements by signing on to your account, then selecting “Try our new Beta site” at the top of your My Accounts page.
Whenever you’re ready, it’s easy to get back to our current site. Just select “Return to main site” on your My Accounts page.
You’ll be able to check out the Beta site for the next few months, until our new look is ready to be launched.
No, you can’t perform these actions on the Beta site, since this is only a preview of some changes that are coming. For now, you still have to visit our current site when you want to place a trade and access Quotes and Research.
If you’re on desktop, you’ll find your margin available in the summary section of Account Holdings under the most Recent tab.
On mobile, you’ll find it within the expanded view in the summary section under the Most Recent tab.
We’ve combined “Last Business Day” and “Intraday Changes” into the new Most Recent tab. This enhancement allows you to conveniently review your recent holdings updates in 1 spot, rather than having to flip back and forth between 2 tabs.
We’d love to get your feedback so we can continue improving your online investing journey. When you’re on the desktop Beta site, select the blue feedback box on the My Accounts page to share your thoughts with us. This anonymous survey will take about 5 minutes to complete and will really help us out.
Ready to explore?
Check out these changes by signing on to your Investor’s Edge account, where you’ll find a link to our new Beta site at the top of the My Accounts page.