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.
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.