Worldsource Investor Hub

Investor Hub Access – Worldsource Wealth Management Members



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Login to the Investor hub.

Steps to Register for Investor Hub

1. Go to the Worldsource Investor Hub registration page
2. Enter your email
   • Type the email on file to access your Investor Hub account.
   • Click on Continue.

3. Check your email
   • We will send a verification code to the email address you entered.
   • Copy or make note of the code.

4. Verify your email
   • Enter the code in the Verification code field and click Verify code.
   • If you didn’t receive a code, select Send new code.
   • Note: Any previous code is invalid once a new code is sent. 

5. Confirmation
   • If the code is correct, a confirmation screen appears.
   • Click Continue. 

6. Verify your phone number
   • You must also verify the phone number on file.
   • Choose between the following options:
     • Text me - Receive a code by SMS
     • Call me - Receive a phone call with instructions. 

7. Enter the phone code
   • We will use the phone number you had on file.
   • Enter the code you received and click Verify code. If you didn’t get a code, select request a new code.
   • Note: A newly requested code replaces any previous code.

8. Confirmation
   • If the code is correct, a confirmation screen appears confirming your identity.
   • Click Continue.

9. Set up multi-factor authentication (MFA)
   • For your security, you will be asked to set up multi-factor authentication.
     • You have the option of using a phone number or the Microsoft Authenticator app.
   • Choose which method you wish you use and follow the on-screen prompts.
     • Select Continue to proceed.
   • If you select phone number, you will follow the same steps above (Step 6 and Step 7).
     • You may use the same phone number you have on file.
   • If you select Microsoft Authenticator app follow these steps:
     • Download the Microsoft Authenticator app from the AppStore or Google Play.
     • Create an account.
     • Point your mobile phone camera at the QR code displayed on your computer. Your device camera will scan the QR code automatically.
     • Click Continue.
     • Enter the code that appears on your Microsoft Authenticator app then click Verify code. 

10. Create your password
    • Create a password by entering it in Enter new password field and then again in Confirm new password field.
    • Review the Investor Hub privacy policy, check the box to confirm your agreement, then click
      Continue.
    • Password parameters: 8-64 characters, containing 3 of 4 of the following:
      • Lowercase characters, Uppercase characters, Digits (0-9), One or more following symbols: @ # % ^ & * - _ + = [ ] { } | \ : ‘ , ? / ` ~ “ ( ) ; .

11. Log into the site
    • Once you have completed the registration process you will be automatically logged into the site.
    • Once you have registered, you can access the Investor Hub
    • Login using your username and password


Note: If you're a member under Worldsource Financial Management, please refer to the Worldsource View for access.

If you need assistance at any point, please reach out to your advisor.

For more information: Worldsource FAQ

Important legal information

Know Your Advisor: Advisor Report



Coast Capital Investment Management has investment advisors who offer securities brokerage products through Worldsource Wealth Management Inc. , a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (FCDQ), which is part of the Desjardins Group. Coast Capital Investment Management is a trade name used by Worldsource Wealth Management Inc. 



Worldsource Wealth Management Inc. is a member of and is governed by the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).