WFG Dealer Connect
Who we are
The WFG Dealer Connect team is proud to have been providing Back Office Administration for WFG since 2002. WFG Dealer Connect is a part of Investia Financial Services Inc. and the team’s sole focus is on providing excellent service for the WFG line of business and its advisors. The main areas of responsibility are Business Processing and Client Services.
The WFG DC client service team can answer questions about your mutual fund or segregated fund transactions. Client services will also be able to assist you with a variety of issues such as processing procedures, LOI requests, Delays in Processing, and W.Connect navigation.