WealthY - Your Advisor

WealthY is the private wealth app your Canadian advisor built for you. If your advisor works at an investment firm regulated by CIRO (the Canadian Investment Regulatory Organization, which now covers the dealers formerly overseen by IIROC and the MFDA), they can invite you to WealthY to see your portfolio, chat with them privately, sign forms, and plan for the future, all in one place, on your phone. WHAT YOU CAN DO IN WEALTHY - See every account in one view. RRSPs, TFSAs, RRIFs, LIRAs, RESPs, FHSAs, non-registered, corporate, joint, USD. WealthY pulls each account your firm holds for you into a single dashboard, updated overnight from your custodian. - Track how you are doing. See your time-weighted and money-weighted returns, asset allocation, and how each account measures against its benchmark. Drill into a single holding to see cost basis, unrealized gain, dividend history and tax lot detail. - Plan for what matters. Set goals like retirement, a home, a child's education, a sabbatical, and watch WealthY show you whether you are on track. Update assumptions and see the impact instantly. - Chat privately with your advisor. Every message stays inside your firm's compliance archive. Send a document, ask a question, request a withdrawal. The same as you would over email, but faster, mobile, and PIPEDA-safe. - Ask WealthY. A built-in AI assistant answers questions like what did I earn this year, am I on track for retirement, when should I contribute to my RRSP, grounded in your real portfolio data. Never used to advise on trades. Never shared outside your firm. - Sign forms without paper. New account opening, transfer requests, PAC and SWP setup, withdrawals. Your advisor sends the form, you fill in what only you know, and you sign on the glass. - See your household. Roll up spouse, parents and adult children (with consent) so you see net worth for the whole family unit. - Voice notes for your advisor. Tap the mic, leave a 30-second note, and it lands as a task on your advisor's desk with a transcript. - US holdings, covered. If a non-registered account holds US securities, WealthY flags whether a current W-8BEN is on file with your firm so withholding surprises never reach you. WHAT MAKES WEALTHY DIFFERENT - Made in Canada, hosted in Canada. Your portfolio data is stored on Canadian infrastructure. - Built for CIRO firms, investment dealers and mutual fund dealers alike. WealthY understands KYC, KYP, NI 33-109, NI 31-103, PIPEDA and the CSA client-focused reforms. - You do not pay us. Your advisor's firm pays for WealthY. There are no ads, no upsell, no data sales, ever. Read our privacy policy at wealthy.to/privacy. - Sensitive fields are encrypted at rest with field-level keys. Your SIN, banking info and beneficiary details stay protected. WHO CAN USE WEALTHY WealthY is only available to clients whose advisor has invited them. If you do not yet have a WealthY invitation, ask your advisor whether their firm has enrolled. Advisors can request onboarding at wealthy.to. WealthY does not offer accounts, brokerage services, tax advice or investment advice on its own. All regulated activity happens through your registered advisor and their dealer. SUPPORT Questions or a bug to report? support@wealthy.to Security concern? security@wealthy.to Privacy question? privacy@wealthy.to