Secure client portal for advisor document uploads

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Do clients need an account to upload?

Clients can use a secure guest link (no account needed; email OTP verification) or sign in to my-id.ca and upload through the authenticated portal after you share the checklist.

Is the portal encrypted?

Yes. TLS in transit; AES-256-GCM at rest for sensitive fields on Canadian servers.

Can clients see other clients files?

No. Clients see only checklist items shared on their household record.

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