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CG Wealth Management (Canada) icon

CG Wealth Management (Canada)

CG Client Access Portal
Age Rating
4+
Years
Language
EN
Size
39.0
MB

Information

Apple ID1609872854
Bundle IDcom.canaccord.clientaccess
SellerSeller
Min iOS15.0
Min macOS12.0
Device familiesiphone, ipad, ipod
Released2022-07-15
Copyright©2022 Canaccord Genuity Corp.
Privacy policyLink ↗

Preview 2 platforms

iPhone 2 images

iPhone screenshot
iPhone screenshot

iPad 3 images

iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 2.1.1

Technology update to improve system reliability, performance, and to support future maintainability.

Description

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.

Accessibility

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Version history 14 versions

Build 887967665v2.1.12026-07-09 13:30:53
Technology update to improve system reliability, performance, and to support future maintainability.
Build 884991188v2.12026-04-28 18:06:14
Mobile and Tablet users now have a compact view of Holdings and Activity which provides key information with a minimum of scrolling. Tap the "+" onscreen to expand a holding or activity and see additional detail. A new Research Portal is now accessible through the Research link.
Build 884291767v2.0.52026-04-10 15:49:06
In Account Settings, Document Preferences has been updated. Closed accounts can no longer be changed to electronic document delivery. The display of small amounts on the Asset Allocation chart has been improved.
Build 882958238v2.0.42026-03-06 16:19:58
Notifications that keep users informed about updates and provide reminders are currently displayed on the login page. Notifications have been redesigned to occupy less space on the screen. Most notifications will now be displayed on the Overview page with only outage notifications remaining on the login page. In cases where the Cost Status of a security is Not Determinable, Unrealized Gain Loss will now be calculated as Market Value - Book Value.
Build 881867376v2.0.32026-01-27 15:42:29
Accounts page grouping of holdings: Currently holdings are grouped by asset class and within the asset class by Client ID. In response to requests for a more combined view of holdings across the portfolio. Mobile App Login Screen Scroll bar has been added so the user can so that notifications do not obscure the login button The refresh button has been added to the Accounts page Improvements to printing the Overview page and the Accounts page
Build 881229899v2.0.22026-01-06 20:13:43
Updated cards for accounts display
Build 880573652v2.0.12025-12-15 17:13:57
Now with an updated look and layout. A more compact view and a new Current Orders page are ready for you!
Build 879914232v2.0.02025-11-28 18:46:33
CG Wealth is proud to deliver a faster, simpler way to manage your investments from anywhere. We’ve enhanced the features, look and feel to improve how you view your investments. New Features Include: • Account nicknames to personalize your experience • Full account activity history from account opening • Document previews before downloading • Quick download of all tax documents for the current filing year
Build 855813590v1.052023-04-12 17:03:04
Add French text
Build 854555750v1.042023-01-24 16:44:25
Update to biometrics disclaimers.
Build 853103509v1.032022-11-03 21:24:19
Changed App Name
Build 852821059v1.022022-10-27 22:03:21
Minor fixes
Build 852307680v1.012022-10-07 14:36:04
Biometric Login
Build 847160378v1.02022-07-15 21:17:54

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 95 of 96 storefronts

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Not available in: RU

Change log 18 changes · QA

releaseNotes updated
Technology update to improve system reliability, performance, and to support future maintainability.
description updated
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 connect
subtitle updated
CG Client Access Portal
name updated
CG Wealth Management (Canada)
Version 2.1.1 released
Technology update to improve system reliability, performance, and to support future maintainability.
Version 2.1 released
Mobile and Tablet users now have a compact view of Holdings and Activity which provides key information with a minimum of scrolling. Tap the "+" onscreen to expand a holding or activity and see additional detail. A new Research Portal is no
Version 2.0.5 released
In Account Settings, Document Preferences has been updated. Closed accounts can no longer be changed to electronic document delivery. The display of small amounts on the Asset Allocation chart has been improved.
Version 2.0.4 released
Notifications that keep users informed about updates and provide reminders are currently displayed on the login page. Notifications have been redesigned to occupy less space on the screen. Most notifications will now be displayed on the Ove
Version 2.0.3 released
Accounts page grouping of holdings: Currently holdings are grouped by asset class and within the asset class by Client ID. In response to requests for a more combined view of holdings across the portfolio. Mobile App Login Screen Scroll b
Version 2.0.2 released
Updated cards for accounts display
Version 2.0.1 released
Now with an updated look and layout. A more compact view and a new Current Orders page are ready for you!
Version 2.0.0 released
CG Wealth is proud to deliver a faster, simpler way to manage your investments from anywhere. We’ve enhanced the features, look and feel to improve how you view your investments. New Features Include: • Account nicknames to per
Version 1.05 released
Add French text
Version 1.04 released
Update to biometrics disclaimers.
Version 1.03 released
Changed App Name
Version 1.02 released
Minor fixes
Version 1.01 released
Biometric Login
Version 1.0 released
expanded screenshot