A numeric iPad* app that you can use to send investment applications or instructions to La Capitale online. It's THE Savings-Investments form that follows you wherever you go! Its features include e-signature and offline data entry.
It makes your work easier by allowing you to meet your clients' savings and investment needs instantly. It's a business tool you can't afford to be without!
Get the app
Contact our Brokerage Channel sales team member to get a download link:
Advisor, Internal sales
Savings & Investments
418 781-9136 / 1 866 867-9296
Where can I find detailed information about Mobile Office?
Click here to access the User Guide.
Do I have to identify myself with my advisor code?
Yes. The advisor and general agent codes entered will be validated when your first forms are sent. If you enter the wrong code by mistake, you can change it in your profile at any time.
Can I cash a cheque by taking a photo?
No. Cheques must be sent by regular mail to La Capitale with the contractholder's name and date of birth or the client number for reference.
How can I access the client's copy and that of the advisor who completed the request?
If the client has an email address, a password-protected copy will be sent as an attachment. The advisor must provide the client with a password. The password is made up of the advisor's code followed by two dollar symbols ($$) and the general agent's code. If the client does not have an email address, La Capitale will mail their copy. The advisor always receives a password-protected copy by email, using the same password as the client's.
*Available only at the App Store for iPad.
For any questions concerning Mobile Office
1 888 392-2583