ModernAdvisor
ModernAdvisor Finance iPhoneiPadiPod touch
ModernAdvisor is a free Finance app for iPhone and iPad by ModernAdvisor. Requires iOS 15.1. Updated June 9, 2026.
- Price
- Free
- on the App Store
- Size
- 26 MB
- Age 4+
- Updated
- Jun 9
- 2026 · v2.90
Screenshots
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.
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CI Direct Investing
4.5
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Insurance Compass
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Sunrise Mobile App
5.0
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Aviso
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First Nat Mortgage App
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Manulife Bank Mobile
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| 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 →