iA Mobile 5.13

iA Mobile is a powerful tool that allows users to easily manage their goals and stay informed with up-to-date information. Designed by iA Financial Group, iA Mobile provides convenient access to group insurance benefits and enables users to monitor their retirement savings and investments.

Group Insurance

• Securely submit claims
• Upload photos of receipts, if required
• Track claim status
• Utilize health spending account for reimbursements
• Verify healthcare provider eligibility
• Check prescription drug coverage
• Estimate prescription drug reimbursements
• Find pharmacies that offer desired medications and compare prices*
• Use smartphone as a group insurance card
• Obtain proof of travel insurance**
• Create an expense list for income tax return purposes

*Pharmacy price comparison feature is available for WebRx users outside Quebec. In Quebec, average provincial prices are provided instead of per-pharmacy prices.

**Proof of travel insurance can be obtained if the group insurance plan covers emergency medical care received outside of Canada.

Please note that specific functionalities within iA Mobile may vary depending on the employer's chosen plan.

Group Savings and Retirement

• View current savings balance
• Track progress towards retirement goal
• Monitor investment returns
• Make voluntary contributions to group RRSP, group TFSA, or VRSP
• Access transaction history
• Ensure investment asset mix aligns with investor profile
• Designate or update beneficiaries

Individual Savings and Retirement

• View investment balance
• Review personal rates of return for each contract
• Access electronic documents

To fully utilize iA Mobile, registration for My Client Space is required.

For more information about iA Mobile, visit ia.ca/iamobile.