# Canaccord Wealth

> Investment portfolio management and secure financial document access. (iPhone/iPad app by Canaccord Genuity Corp..)

- Source: https://appshunter.io/ios/app/canaccord-wealth/id6446787634 (this page in markdown: same URL + `.md`)
- Developer: [Canaccord Genuity Corp.](https://appshunter.io/developer/963928732)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 17.0 · 39 MB
- Released: 2023-04-01
- Data updated: 2026-06-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/canaccord-wealth/id6446787634/reviews.md

## What is Canaccord Wealth?

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."

## Key features

- Investment portfolio dashboard
- Asset allocation and performance tracking
- View transaction history
- Secure document storage
- Direct messaging with Investment Manager

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/canaccord-wealth/id6446787634/reviews.md

### 1/5 — Forgets you every time

*2025-05-14, version 2.0.51*

Once you re-establish your log in, log out, it forgets your details and you have to trigger ‘forgot password’ process every time. Poor.

### 2/5 — Slow,Slow,Slow

*2025-04-30, version 1.0.103*

Takes an age to open,bit clunky!

### 5/5 — Needs work but better than others around.

*2024-09-12, version 1.0.103*

Needs work but better than others around.

## Frequently asked questions about Canaccord Wealth

### What can I see on the Canaccord Wealth dashboard?

The dashboard displays your investment portfolio's current value, asset allocation, and performance. You can also drill down to view all your underlying holdings.

### How does Canaccord Wealth handle my financial documents?

It provides a secure location for all your important documents, such as quarterly valuations and contract notes, ensuring they are easily accessible.

### Can I communicate with my Investment Manager through Canaccord Wealth?

Yes, the app features secure messaging, allowing you to directly contact your Investment Manager for any queries or updates.

### What devices is Canaccord Wealth available on?

Canaccord Wealth is available for both iPhone and iPad users, offering a seamless experience across Apple devices.

### Is Canaccord Wealth free to use?

Yes, Canaccord Wealth is available for free, with no cost to download or use its core features.

### How often is Canaccord Wealth updated?

The app was last updated on July 31, 2025, with version 2.1.3. This indicates regular updates to ensure functionality and security.

### What is the age rating for Canaccord Wealth?

Canaccord Wealth has an age rating of 4+, making it suitable for a wide range of users.

### Does Canaccord Wealth have ads?

No, Canaccord Wealth does not contain advertisements, providing an uninterrupted user experience.

## Version history (last 4 releases)

### 2.1.3 — 2025-07-31

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

### 2.0.51 — 2025-05-13

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

### 1.0.103 — 2023-04-06

- Fixed the password reset journey

### 1.0 — 2023-04-01

No release notes.

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## More apps by Canaccord Genuity Corp.

- [CG Direct](https://appshunter.io/ios/app/cg-direct/id1592131692)
- [CG Wealth Management (Canada)](https://appshunter.io/ios/app/cg-wealth-management-canada/id1609872854)

All apps by Canaccord Genuity Corp.: https://appshunter.io/developer/963928732

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-02.*