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This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

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Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

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.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

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Welcome to Canaccord Genuity Wealth Online

Welcome to our new and improved CG Wealth Online secure website. From here, you can access your quarterly valuation and up-to-date information about your investments at any time. You can also access a dashboard to see a daily snapshot of your portfolio, access cash statements, view purchases, sales and other stock and cash transactions and much more.  

If you are a private client and you are already registered, please select Client login.  If not, please select Register to get set up.

Client login         Register

View the terms and conditions for Wealth Online here.

Once you have registered, you can also download our app which is available in Apple and Android stores.

If you are an IFA, intermediary or financial professional or your relationship with us is indirectly via an intermediary (i.e. the account is not held in your name), please continue to use the existing site for the time being and your Account Executive will be in touch when you can upgrade to the new CG Wealth Online service.


IFAs, intermediaries and financial professionals

Access our financial professionals portal below. This portal is due to be updated shortly, please contact your Canaccord Genuity Account Executive for more information.

IFA login

Old CG Wealth Online login

This site will soon be decommissioned, please ensure that you register for our new platform above.

To gain access to the old website, please use the button below.

Old CG Wealth Online

Punter Southall Wealth/ Psigma

If you were a Punter Southall Wealth or Psigma client, you can log in to your investment portal using the button below.

PSW/ Psigma login

US platform login

If you are a client on our US platform please use the link below.



US platform login

Personal Finance portal login

If you are a wealth planning client (including former McCarthy Taylor clients) and would like to access the Personal Finance portal please use the button below.


Personal Finance Portal login

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.