Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

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

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

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.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content

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.