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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.

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CGWM Investments for private clients

We have recently upgraded our online portal. Please select the correct button below. 

Account activated

If you have already activated your account on our new portal, you can log in using the button below. 


Account not activated

If you were a user of one of our previous portals, you should have received instructions from us. If you cannot find this information or require any support, please get in touch with us.

Alternatively, if you have not used our previous portals, but would like to register, please get in touch with us.

Contact details

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.

Mobile app

You can download our new app which is available on the Apple and Android stores – CGWM Investments.

Download our user guide

For more information on accessing and using our client portal, you can download our helpful user guide. 


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.