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Canaccord Wealth is a secure investment management app and client portal for viewing and managing your Canaccord Wealth accounts. It provides convenient access to your investment portfolio, account balances, asset allocation, performance information, holdings, transactions, and cash movements in one place.
The app also provides secure access to important documents, including portfolio valuations and contract notes, and includes secure messaging for communicating with your Investment Manager. Designed for existing Canaccord Wealth clients, Canaccord Wealth helps you monitor your investments, review account information, and stay informed about your portfolio through a streamlined digital experience.
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