INVESTMENT REPORTS



Deacon Kalata has partnered up with FundSERV Inc. and S21C Technologies in order to provide you with a platform to see detailed reports of your investment funds:


Instructions:

1. Click on the link below to access the portal
2. Enter your username and password
3. Click on Account Summary
4. Enter Start period for required statement
5. Click "Generate"
6. Don't forget to Log Out when you are done



Click Here To Access Your Reports



For New Users:

1. After clicking on the link, you may follow the instructions on bottom of the site, where it says "For New Users Click Here to Create New User ID and Password" and create an account for yourself. Your social insurance number is required.
2. You may also call our office at 416-488-3080 for assistance when creating your account.





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