Canaccord Wealth
Finance
Free · Designed for iPad
Key features of our app:
- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)
- Drill down from your dashboard to see all your underlying holdings
- See your money going in and out of your dealing and income accounts
- A secure place for all your important documents such as quarterly valuations and contract notes
- Secure messaging to directly contact to your Investment Manager."
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
A new section to display the asset allocation breakdown of your portfolios
A new account top-up feature to securely pay directly into your Canaccord accounts
Visual rebrand
Minor bug fixes
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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Canaccord Genuity Corp.
- Size
- 40.6 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Age Rating
4+
- 4+
- Copyright
- © 2025 Canaccord Genuity Wealth Limited