Access CU vs CG Wealth Management (Canada)

Manage your finances from anywhere with our secure, easy-to-use mobile app. Features include: - Deposit cheques and stop cheques remotely - Open new accounts and assign custom names - Download void cheques for direct deposits - Add, edit, delete and view favourite transactions - Canadian to US dollar account transfers - Schedule transfers and bill payments and transfer to other members - Enhanced security with password reset, multi-factor authentication, and alerts - Customize background and profile photos To use this app you must be a member of Access Credit Union and have digital banking enabled on your account. Standard service charges still apply to online account services. The use of this mobile app is subject to the privacy and legal terms and conditions that can be found on our website at www.accesscu.ca. Cellular data rates may apply depending on your provider and plan.

The CG Client Access Portal makes it simple to view your portfolio, accounts, activity, and documents in one place. The modern interface helps you stay connected to your investments anytime, anywhere. A streamlined digital experience gives you easy access to all your account information: • see your portfolio value, view asset allocation, and check all account balances at a glance. • Switch between accounts or focus on one • Access registered account details and personalize accounts with nicknames for easier tracking. • Review all account activity in one place, with the ability to filter by date or transaction type, or search by keywords to find what you need quickly. • Need a document? Download tax forms, filter by date or type, and view or print individual documents as needed. CG Wealth is proud to deliver a fast, simple way to manage your investments from anywhere.