What you need to know
Frequently Asked Questions
Kinsted login information would have initially been sent to your email directly from the service team when you set up your accounts.
If you forgot your login information,
You would have received an email to set up your online access directly from the Aviso when your accounts were opened.
If you forgot your login information, .
If at any time you would like to transfer funds to your investment accounts, you can do so using online banking.
Aviso Clients:
- Add Aviso Correspondent Partners as a payee
- Enter the 8-digit account number you want to transfer funds to and the amount
*account numbers can be found in your portals
We review our Activity Report each day and will notify you once we see the funds credit your account.
Alternately, with your permission we can take care of transferring funds to/from your investment account on your behalf, just give us a call or send us an email.
Please contact ServiceTeam@kinsted.com or your Wealth Counsellor directly.
We require approved banking information (a void cheque or bank account information form) and a signed EFT Authorization form, which we will provide if we do not already have one on file for you.
Please note: Third party payments are not permitted, funds must be paid out in the name of the account holder, wire transfer fees or deregistration fees may apply.
Please allow 5-7 business days from the day request is received for the money to show in your bank account.
For an address change, beneficiary change, name change, or any other personal information updates please submit your request to the below email address. Our team will then be able to provide you with the necessary forms to ensure your information is updated.
Email: ServiceTeam@Kinsted.com
A custodian is a specialized financial institution responsible for safeguarding a firm or individual’s financial assets. They work in conjunction with Kinsted Wealth, who is licensed to make the day-to-day investment decisions on their client’s portfolio according to the client’s investment policy statement. Kinsted's custodian is Aviso Correspondent Partners.
Kinsted Online Portal: If you have elected to receive documents electronically, please login to your Kinsted portal and navigate to the Documents tab. Here you will find updated tax information, including your custodial T-slips and annual statement.
You can also access all your statements and tax slips using Aviso's online services.
A letter will be provided each year just prior to tax season, where you will find tax slip issue dates and additional information you may need to file your taxes.
If you have any issues logging into your account, or require assistance re-setting your password please refer to the instructions above.
- Once you receive an email invitation to create a password for your Kinsted Client Portal please follow the below steps. Your ID is the email address you provided on your account opening documents.
*Please note, our portal functions most efficiently when using web browser Chrome, Firefox or Microsoft Edge. - To set up your account, click the ‘Get Started’ hyperlink in the email you received. Once you’ve completed the five fields and your account is created, an account a verification email is automatically generated.
- Go to this verification email and select the ‘Get Started’ hyperlink, this will bring you back to the login page where you will enter your email address and the password you created to access your portal.
If your accounts haven’t been funded yet, or we are waiting on a transfer from another institution, there will be no data in your portal when you initially login.