Tools and Calculators

Plan your retirement

Here are some essential tools and calculators for developing a retirement plan and managing your investments. Find out if you’re on track to meet your goals.

Investor Profile Questionnaire

Make sure your investments match your style and retirement goals with our investor profile tool.

Manage your group account online

We make it easy to manage your account online with us. As a plan member, you can:

  • View account balances
  • Review personal information
  • View account history
  • Retrieve required forms
  • Complete investment transactions

For detailed information on how to use online plan member services, download our plan member online guide.

Site Security

Contact us at 1-866-469-2643 between 8:00 a.m. and 8:00 p.m. EST if you have:

  • Any problems logging on to the secure Internet site
  • Lost or forgotten your ID or password
  • Further questions about your account

If you need a new ID or password, the call centre will require some basic personal information, plus your group name and group number for verification. Once verified, your new ID information will be mailed to you. Temporary passwords are provided over the phone, but should be changed when you log on

Requirements

High-speed Internet access on a private computer is recommended to use The Co-operators Group Retirement Online Account Access. While we do not endorse or support specific Internet browsers, Online Account Access has been optimized for Microsoft Internet Explorer 5.0 or above with a 1024 x 768 screen resolution.

To protect personal information transmitted through the Internet, we use 128-bit encryption, the highest form of encryption available commercially. If your browser does not use this level of encryption or you do not have Internet Explorer 5.0 or higher, download an Internet Explorer browser.