Worldsource Investor Hub

Investor Hub Access – Worldsource Wealth Management Members



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

Steps to Register for Investor Hub

1. Go to the Worldsource Investor Hub registration page
2. Enter your email
   • Type the email and phone on file to access your Investor Hub account.
   • Click Send verification code.

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


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).