Canaccord Wealth online portal

For private clients with a Canaccord Wealth investment portfolio.

Account activated

If you have already activated your account on our portal or have been provided with instructions from us on how to register for the first time, you can log in here.

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.

Download

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.