Doesn’t load
App rarely opens correctly, usually have to log in 4-5 times till the dashboard actually shows up. Either it’ll stay blank or tell me I got automatically logged out
Incredible customer service
.
Free
About
This app helps Canadians build and manage diversified investment portfolios for various financial goals like retirement or education savings. It offers convenient tracking, plan adjustments, advisor chat, and fund transfers. Securities are protected by the Canadian Investor Protection Fund.
✓Portfolio performance tracking
✓Investment plan adjustments
✓Advisor chat
✓Fund transfers
✓View holdings and transactions
✓Diversified portfolio management
Show original description
What's New in ModernAdvisor
2.90
June 9, 2026
- Improved iOS compatibility and navigation. - Added Face ID and biometric login support. - Added a Forgot Password link. - Improved two-factor authentication and “Remember this device.” - Fixed Settings layout and switch visibility on iPad. - General stability and performance improvements.
MoreUser reviews
FAQ
What is ModernAdvisor?
ModernAdvisor is an online investment service based in Canada that helps users build and manage diversified investment portfolios. It offers features like performance tracking, plan adjustments, and direct chat with advisors.
Is ModernAdvisor secure?
Yes, ModernAdvisor Canada Inc. is registered with provincial securities commissions and securities in your account are covered by the Canadian Investor Protection Fund up to $1,000,000 through their brokerage partners.
What financial goals can ModernAdvisor help with?
ModernAdvisor can assist with various financial goals, including saving for rainy days, building retirement nest eggs, and saving for a child's education by creating and managing diversified portfolios.
How does ModernAdvisor compare to traditional investment options?
ModernAdvisor costs only a fraction of traditional investment options, offering a more cost-effective way to manage your investments.
What devices is ModernAdvisor available on?
ModernAdvisor is available on iPhone, iPad, and iPod devices.
How often is ModernAdvisor updated?
The latest version of ModernAdvisor is 2.82, and it was last updated on August 21, 2025. Updates are released periodically to improve functionality and security.
Can I transfer funds with ModernAdvisor?
Yes, you can transfer funds between your bank account and ModernAdvisor directly through the app, making it easy to manage your investment capital.
Does ModernAdvisor have ads?
No, ModernAdvisor does not contain advertisements. The app is free to use and does not display any ads to its users.
