CG Wealth Management (Canada)
CG Client Access Portal
Free
The CG Client Access Portal makes it simple to view your portfolio, accounts, activity, and documents in one place.
The modern interface helps you stay connected to your investments anytime, anywhere.
A streamlined digital experience gives you easy access to all your account information:
• see your portfolio value, view asset allocation, and check all account balances at a glance.
• Switch between accounts or focus on one
• Access registered account details and personalize accounts with nicknames for easier tracking.
• Review all account activity in one place, with the ability to filter by date or transaction type, or search by keywords to find what you need quickly.
• Need a document? Download tax forms, filter by date or type, and view or print individual documents as needed.
CG Wealth is proud to deliver a fast, simple way to manage your investments from anywhere.
Ratings & Reviews
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Mobile and Tablet users now have a compact view of Holdings and Activity which provides key information with a minimum of scrolling. Tap the "+" onscreen to expand a holding or activity and see additional detail.
A new Research Portal is now accessible through the Research link.
The developer, Canaccord Genuity Corp., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Canaccord Genuity Corp.
- Size
- 38.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2022 Canaccord Genuity Corp.