Help centre

How can I build and customize the My Investment Dashboard tool?

Guides and video clips are available directly on the tool for subscribers.

To access My Investment Dashboard, you must create a single sign-on user ID. For more information or to learn how, visit our page Greater security with single sign-on user ID. If you’re not able to create a single sign-on user ID online, write to us through the secure Message Centre, we can help.

Once a single sign-on user ID is created:

  1. Sign in to your online brokerage platform and click the M.I.D. icon at the top right of the screen.
  2. Once on the My Investment Dashboard tool, click on the menu icon represented by the 3 horizontal lines.
  3. Then click Tutorials at the bottom left of the screen to access the guides and video clips. 

When you sign in for the first time, a guide to the platform will automatically appear.