WhiteHaven Asset Management
Your portfolio, in focus
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About
The WhiteHaven app gives WhiteHaven Asset Management clients a clear, secure view of their portfolios.
• Consolidated View: your asset classes, market values and weights at a glance
• Custodian View: your accounts grouped by custodian, with totals
• IPS: your investment policy allocation
• Transactions: every transaction by date, type and amount
• Documents: statements, WHF financials and tax documents, always at hand
• Available in English and French, protected by your credentials and biometrics
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What's New in WhiteHaven Asset Management
3.0.0
September 27, 2026
A new WhiteHaven Asset Management app, rebuilt from the ground up. - Sign in with your email address and your client portal password. - Face ID, Touch ID or your device code to unlock. - My Portfolio View: your consolidated portfolio by asset class, in Canadian dollars. - Custodians: what is held at each custodian, with a direct link to their client portal. - Transactions of the last 60 days, and your statements and documents. - English and Québec French.
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