The Retirement Account Dashboard Registration Form

To register for The Retirement Account Dashboard you’ll need to have the following information to hand:

  • If you are a professional adviser you’ll require your IRN number held with the FCA.
  • If you are a paraplanner, administrator or firm - you’ll require the FRN number held with the FCA.

Before registering for the Dashboard and/or Model Portfolio Manager for the first time please ensure you are aware of what is available for each role/user type.

Model Portfolio Manager – information on access levels and functionality available 

Model Portfolio user access:

 User  Model created by Network  Model Created by Firm  Model created by Adviser
 Firm  View only  Update  N/A
 Adviser  View only  View only Update
 Paraplanner/administrator  View only  View only Update

Functionality available to user types:

 User  Create and update models  Move clients between models  Add/remove clients from a model
 Firm  Yes  Yes No
 Adviser  Yes *Yes Yes
 Paraplanner/administrator  Yes  Yes Yes

 *The process for this differs between an Adviser and a Network/Firm user.

Each process is explained within our user guide which also provides detail on all the functionality that exists.

Email rules

Individuals must use a personal company email address (i.e. firstname.lastname@myifa.com).

The same rules apply to firms applying (i.e. admin@myifa.com). Please note that you cannot use an email address at firm level that has already been used for an individual (adviser/paraplanner/administrator) Dashboard account. There can be more than one email address linked at firm level.

We do not accept Hotmail, Gmail and Yahoo addresses (due to potential security implications).

 

Where possible personal company email addresses should be used (i.e. firstname.lastname@myifa.com)


Registration form

If you have any concerns please contact our Customer Services team on 0800 032 7689.

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.