How it Works
Need some assistance? Here’s a step-by-step guide.
Investor Hub Registration Guide
Once you have set up your account, you can select ‘E‑services’ under your account settings.
Just click on the cogwheel ⚙ in the top right corner of the screen to access your account settings.
Here’s a quick video to walk you through the process.
All signed up?
Let us know so that we can send you your coffee gift card via email.
Please enter your name and email address below.
Terms & Conditions
Promotion begins on January 5, 2026, and will run until March 31, 2026.
Offer is open to:
1. CU Financial Management clients who have achieved the age of majority in Canada.
2. Upon signing up for e‑statements with Aviso Wealth or Qtrade Direct Investing, the client will receive a coffee gift card. Card value will be $5.00 CAD. Cards will be distributed directly to client or via email. One card per client.
3. CU Financial Management reserves the right at any time without prior notice and in its sole discretion, to add, alter, modify all or any of these terms and conditions or to replace this offer, wholly or in part, with any other offer, whether similar to this offer or not, or to withdraw this offer altogether. CU Financial Management reserves the right to suspend, disqualify, limit or revoke this Offer to any Member it finds or believes to be manipulating or otherwise abusing the process, fairness, or integrity of the cash back reward offer.