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The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Access Canaccord Genuity’s online portals

From this page, you can securely access your valuation and up-to-date information about your investments. You can also view your portfolio dashboard and cash statements, as well as check any purchases and sales - and much more.

Portal quick links

CGWM Wealth Online – our existing  portal for clients registered prior to the 15 May 2023 click here

CGWM Investments – our new portal for clients registered since the 15 May 2023 click here

CGWM Investments – our new portal for intermediaries registered since the 15 May 2023 click here

CGWM Investments – our new portal for ex-Punter Southall Wealth clients click here

Punter Southall Wealth – historic Information (pre-April 2023) click here

US clients – click here

Our new online portal: CGWM Investments

We have recently upgraded our online portal.

If you are an active user of one of our earlier online systems, we will be contacting you over the summer to arrange your access to the new portal.

Until you are invited, you can use the links above to continue accessing your account online through CGWM Wealth Online.

If your access for the upgraded portal has already been activated, you can login by clicking on the links above. You can also download the app which is available on the Apple and Android stores – CGWM Investments.

View the terms and conditions for our new portal here.

Check out the user guide to our new portal here.

Should you require any assistance with the above, please contact the online team on 0330 390 0850 or email us at cgwmonline@canaccord.com, and we will be pleased to help you.

  

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.