# CG Wealth Management (Canada) — CG Client Access Portal

> CG Client Access Portal (iPhone/iPad app by Canaccord Genuity Corp..)

- Source: https://appshunter.io/ios/app/cg-wealth-management-canada/id1609872854 (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 15.0 · 37 MB
- Languages: American English
- Released: 2022-07-15
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/cg-wealth-management-canada/id1609872854/reviews.md

## What is CG Wealth Management (Canada)?

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.


## Version history (last 5 releases)

### 2.1.1 — 2026-07-09

Technology update to improve system reliability, performance, and to support future maintainability.

### 2.1 — 2026-04-28

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.

### 2.0.5 — 2026-04-10

In Account Settings, Document Preferences has been updated. Closed accounts can no longer be changed to electronic document delivery.
The display of small amounts on the Asset Allocation chart has been improved.

### 2.0.4 — 2026-03-06

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.

### 2.0.3 — 2026-01-27

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

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## More apps by Canaccord Genuity Corp.

- [CG Direct](https://appshunter.io/ios/app/cg-direct/id1592131692)
- [Canaccord Wealth](https://appshunter.io/ios/app/canaccord-wealth/id6446787634)

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

## Related topics

[genuity](https://appshunter.io/ios/topics/genuity)

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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 2026-07-23.*