Canaccord Wealth
Canaccord Genuity Corp. Finance iPhoneiPadiPod touch
Canaccord Wealth is a free Finance app for iPhone and iPad by Canaccord Genuity Corp. Requires iOS 17.0. Updated July 31, 2025.
- Price
- Free
- on the App Store
- Size
- 39 MB
- Age 4+
- Updated
- Jul 31
- 2025 · v2.1.3
Screenshots
About Canaccord Wealth
Key features of our app: - A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable) - Drill down from your dashboard to see all your underlying holdings - See your money going in and out of your dealing and income accounts - A secure place for all your important documents such as quarterly valuations and contract notes - Secure messaging to directly contact to your Investment Manager."
What’s new
Version 2.1.3 · Updated July 31, 2025
A new section to display the asset allocation breakdown of your portfolios A new account top-up feature to securely pay directly into your Canaccord accounts Visual rebrand Minor bug fixes
App privacy
The developer, Canaccord Genuity Corp., reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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