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Screenshots

  • ModernAdvisor screenshot 1
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About 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.

What’s new

Version 2.90 · Updated June 9, 2026

- 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.

App privacy

The developer, ModernAdvisor, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Email Address, Name, Physical Address, Phone Number
  • Identifiers: User ID
  • Financial Info: Payment Info, Other Financial Info

Used for: Analytics, App Functionality

Alternatives to ModernAdvisor

Looking for apps like ModernAdvisor? Here are 6 similar apps on the App Store. The highest rated is Sunrise Mobile App (5.0/5), and all 6 are free to download.

ModernAdvisor vs. alternatives
App Rating Price Last updated Compare
ModernAdvisor – Free June 9, 2026
CI Direct Investing 4.5 / 5 (8) Free May 5, 2026 Compare
Insurance Compass – Free Aug 17, 2026 Compare
Sunrise Mobile App 5.0 / 5 (13) Free Jul 14, 2026 Compare
Aviso – Free Jun 24, 2025 Compare
First Nat Mortgage App – Free Sep 29, 2026 Compare
Manulife Bank Mobile 4.9 / 5 (88) Free Sep 10, 2026 Compare

Compare ModernAdvisor with the top alternatives: ratings, updates, ASO score and keyword gaps →