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- Login and Security: Log in to the iA advisor portal and complete the two-factor authentication (2FA) process.
- Navigate to Compensation: In the top menu, select “My Tools”, then click on “Compensation” (Rémunération) at the bottom.
- Select Entity:
- Corporations: Select your specific group.
- Individual Advisors: Your personal reports will be displayed.
- Search Configuration:
- Use the “Report Search” function.
- Set the specific date range.
- Click “Search” or “Refresh”.
- Filter Results: From the list, identify the documents labeled “Compensation”. This helps skip unnecessary administrative reports.
- View and Download: Click on the specific report to open it. You can then view it online or download it to your preferred folder.
