# ModernAdvisor > Online investment service for building and managing diversified portfolios in Canada. (iPhone/iPad app by Modern Advisor Canada Inc..) - Source: https://appshunter.io/ios/app/modernadvisor/id1075535777 (this page in markdown: same URL + `.md`) - Developer: [Modern Advisor Canada Inc.](https://appshunter.io/developer/1075535776) - Category: Finance, Lifestyle - Price: Free - Age rating: 4+ - Requires: iOS 15.1 · 26 MB - Languages: English - Released: 2016-01-26 - Data updated: 2026-06-23 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/modernadvisor/id1075535777/reviews.md ## What is ModernAdvisor? ModernAdvisor is one of Canada’s leading online investment services. Whether you are saving for a rainy day, building your retirement nest egg, or saving for your child’s education ModernAdvisor can build and manage a diversified portfolio to help you reach your goals. ModernAdvisor costs only a fraction of traditional investment options and is available in all Canadian provinces. With ModernAdvisor’s app you can: - Track your portfolio’s performance anytime, anywhere - Make changes to your investment plan - Contact and chat with our advisors - Transfer funds between your bank and ModernAdvisor - View your portfolio holdings and transactions Account Security Modern Advisor Canada Inc. is registered with provincial securities commissions in all Canadian provinces. Securities in your account are covered under the Canadian Investor Protection Fund up to $1,000,000 through our brokerage partners, Credential Qtrade Securities Inc. and CI Investment Services Inc. See www.cipf.ca for more details. ## Key features - Portfolio performance tracking - Investment plan adjustments - Advisor chat - Fund transfers - View holdings and transactions - Diversified portfolio management ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/modernadvisor/id1075535777/reviews.md ### 2/5 — Doesn’t load *2025-08-15, version 2.81* 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 ### 5/5 — Incredible customer service *2022-09-27, version 2.4* . ## Frequently asked questions about ModernAdvisor ### 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. ## Version history (last 5 releases) ### 2.90 — 2026-06-09 - 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. ### 2.82 — 2025-08-21 Security improvements and bug fixes ### 2.81 — 2024-08-20 New Features Show/Hide Password Feature Description: We've added a highly requested feature that allows users to toggle the visibility of their password during login or when updating their credentials. Simply tap the eye icon next to the password field to switch between showing and hiding your password. This feature is designed to enhance usability and make it easier for users to enter their password accurately. ### 2.71 — 2024-06-21 Fixes Email Authentication for 2FA: Resolved issues with email authentication for two-factor authentication (2FA). This fix ensures a smoother and more secure login experience for all users. Thank you for using our app! We continuously strive to improve your experience. If you have any feedback or encounter any issues, please don't hesitate to reach out to our support team. ### 2.4 — 2021-05-05 Added support for an Authenticator app for Two-Factor Authentication. ## Apps similar to ModernAdvisor | App | Rating | Price | Category | | --- | --- | --- | --- | | [Drop In Dance Winnipeg](https://appshunter.io/ios/app/drop-in-dance-winnipeg/id1598929405) | — | Free | Finance | | [Envision Financial](https://appshunter.io/ios/app/envision-financial/id528870806) | 4.4 (45) | Free | Finance | | [CambrianMobile](https://appshunter.io/ios/app/cambrianmobile/id491627536) | — | Free | Finance | | [Aviso](https://appshunter.io/ios/app/aviso/id683290832) | — | Free | Finance | | [Petiole Asset Management AG](https://appshunter.io/ios/app/petiole-asset-management-ag/id1563199976) | 5.0 (1) | Free | Finance | | [Swan Valley CU Mobile App](https://appshunter.io/ios/app/swan-valley-cu-mobile-app/id1056305103) | 3.0 (1) | Free | Finance | --- *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 2026-06-23.*