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Download the CP Portal mobile app, offering you secure and convenient access to manage your wealth, collaborate with your advisor, and access curated content.
What's New in CP Wealth Portal
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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