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Mobile Office App

Contact us to get the download link

Next level efficiency

Avoid paper forms or lengthy processing! Mobile Office is a remarkably intuitive iPad app that allows you to perform most of your day-to-day savings and investment transactions online.

Work quick

Our entire external sales force (including Fundserv brokers) has access to the Mobile Office, the quick way to submit applications and investment instructions online. Once you try it you won’t want to work without it.

Work smart

Mobile Office is also a secure channel! All electronic forms are automatically sent by email as a secure attachment. Data is protected at all times and the process is transparent for clients.

How it works

Mobile Office step-by-step

To use Mobile Office, you must be contracted with Beneva and have an active Advisor Centre account—you’ll be using the same credentials to log into the app. And since this is an iPad app, you also need to have an iPad running iOS 12 or a more recent version.

Learn how to create your Advisor Centre account

You must contact us so we can email you the link to download Mobile Office.

Request download link

Mobile Office is THE savings and investments form that follows you wherever you go.
Send in new applications or instructions for existing contracts in just a few clicks.

Documents can be signed remotely or in person. Mobile Office also saves you time by letting your clients know when they need to sign documents.

You can rest easy, and so can your clients! Electronic forms are emailed as a secure attachment to you, your client and your general agent. We keep personal information safe at all times.

More questions about Mobile Office? We've got more answers.

For security reasons, you must send cheques by regular mail with the client’s name and date of birth or client number.
Bank deposits, however, are the recommended option as the safest and quickest way to go.

Mail the cheque to the following address:

Individual Insurance and Financial Services
625 Jacques-Parizeau St
Quebec QC G1R 2G5

Mobile Office will send you and your client your respective copies by email as a password-protected attachment. You and your client each have your password. Clients with no email address ? No worries, they get their copy by mail.

The answer to this question (and many others !) is in our User Guide.

Download it here

We keep your toolbox well stocked

Get in touch with our team

All the support and people you need, from sales to partner services. We're just a click or call away.

Quebec

Toll free: 1 888 392-2583

support.courtage@beneva.ca
625 rue Jacques-Parizeau
Quebec City QC G1R 2G5

Ontario and Atlantic Canada

Toll free: 1 877 526-3211

brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5

Western Canada

Toll free: 1 877 526-3211

brokerage.support@beneva.ca
7150 Derrycrest Drive
Mississauga ON L5W 0E5