Notifications that keep users informed about updates and provide reminders are currently displayed on the login page. Notifications have been redesigned to occupy less space on the screen. Most notifications will now be displayed on the Overview page with only outage notifications remaining on the login page. In cases where the Cost Status of a security is Not Determinable, Unrealized Gain Loss will now be calculated as Market Value - Book Value.

Accounts page grouping of holdings: Currently holdings are grouped by asset class and within the asset class by Client ID. In response to requests for a more combined view of holdings across the portfolio. Mobile App Login Screen Scroll bar has been added so the user can so that notifications do not obscure the login button The refresh button has been added to the Accounts page Improvements to printing the Overview page and the Accounts page

Updated cards for accounts display

Now with an updated look and layout. A more compact view and a new Current Orders page are ready for you!

CG Wealth is proud to deliver a faster, simpler way to manage your investments from anywhere. We’ve enhanced the features, look and feel to improve how you view your investments. New Features Include: • Account nicknames to personalize your experience • Full account activity history from account opening • Document previews before downloading • Quick download of all tax documents for the current filing year

Add French text

Update to biometrics disclaimers.

Changed App Name

Minor fixes

Biometric Login