Manage your investment portfolio with a comprehensive dashboard showing current value, asset allocation, and performance. Access all your important financial documents and communicate securely with your Investment Manager.
2.1.3
July 31, 2025
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
MoreThe dashboard displays your investment portfolio's current value, asset allocation, and performance. You can also drill down to view all your underlying holdings.
It provides a secure location for all your important documents, such as quarterly valuations and contract notes, ensuring they are easily accessible.
Yes, the app features secure messaging, allowing you to directly contact your Investment Manager for any queries or updates.
Canaccord Wealth is available for both iPhone and iPad users, offering a seamless experience across Apple devices.
Yes, Canaccord Wealth is available for free, with no cost to download or use its core features.
The app was last updated on July 31, 2025, with version 2.1.3. This indicates regular updates to ensure functionality and security.
Canaccord Wealth has an age rating of 4+, making it suitable for a wide range of users.
No, Canaccord Wealth does not contain advertisements, providing an uninterrupted user experience.
