--- title: "CG Wealth Management (Canada) - Reviews, Revenue and Downloads in Canada | Apple App Store" description: "The CG Client Access Portal makes it simple to view your portfolio, accounts, activity, and documents in one place. The modern interface helps you stay connected to your investments anytime, anywhere" --- # CG Wealth Management (Canada) — Canada > CG Client Access Portal ![CG Wealth Management (Canada) App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/67/b1/59/67b1590a-e72a-99ae-e2b7-8b8deca26b4a/AppIcon-0-1x_U007epad-0-1-85-220-0.png/434x0w.png) **Developer:** [Canaccord Genuity](https://apptail.io/developer/canaccord-genuity-yQFc) **Category:** Finance **Rating:** 5.0/5 (3 ratings) **Price:** Free **Bundle ID:** com.canaccord.clientaccess **Store:** Apple App Store **Country:** Canada **Version:** 2.1.1 (released 2026-07-09) **Original Release:** 2022-07-15 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/ca/app/app/id1609872854) **AppTail Page:** [https://apptail.io/app/cg-wealth-management-canada-VCdb/canada](https://apptail.io/app/cg-wealth-management-canada-VCdb/canada) ## CG Wealth Management (Canada) Description The CG Client Access Portal makes it simple to view your portfolio, accounts, activity, and documents in one place. The modern interface helps you stay connected to your investments anytime, anywhere. A streamlined digital experience gives you easy access to all your account information: • see your portfolio value, view asset allocation, and check all account balances at a glance. • Switch between accounts or focus on one • Access registered account details and personalize accounts with nicknames for easier tracking. • Review all account activity in one place, with the ability to filter by date or transaction type, or search by keywords to find what you need quickly. • Need a document? Download tax forms, filter by date or type, and view or print individual documents as needed. CG Wealth is proud to deliver a fast, simple way to manage your investments from anywhere. ## CG Wealth Management (Canada) Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/b4/08/88/b40888a6-ac79-da66-c903-720d5cca5390/EN_Accounts_Iphone.jpg/1284x2778.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/85/61/dc/8561dc06-6cb9-9a99-6270-a6a57e155d1c/iPhone_1284x2778_Activity_EN.jpg/1284x2778.png) ## CG Wealth Management (Canada) Rating Breakdown in Canada - 5 stars: 3 (100%) - 4 stars: 0 (0%) - 3 stars: 0 (0%) - 2 stars: 0 (0%) - 1 stars: 0 (0%) ## Apps Similar to CG Wealth Management (Canada) - [MarshMobile](https://apptail.io/app/marshmobile-yVO/canada) - [Impact Account](https://apptail.io/app/impact-account-QDkb/canada) - [Assante InvestorOnline](https://apptail.io/app/assante-investoronline-voSb/canada) - [Olympia Mobile](https://apptail.io/app/olympia-mobile-xIkc/canada) - [Oaken Digital](https://apptail.io/app/oaken-digital-vZDc/canada) - [RTIP on the go](https://apptail.io/app/rtip-on-the-go-giad/canada) - [Canchek-eID](https://apptail.io/app/canchek-eid-sXyd/canada) - [My MD Mobile](https://apptail.io/app/my-md-mobile-GNdk/canada) - [TD Active Trader](https://apptail.io/app/td-active-trader-FHcr/canada) - [Raymond James Ltd Canada](https://apptail.io/app/raymond-james-ltd-canada-qhAs/canada) ## CG Wealth Management (Canada) Available In - [Canada](https://apptail.io/app/cg-wealth-management-canada-VCdb/canada) - [Czechia](https://apptail.io/app/cg-wealth-management-canada-VCdb/czechia) - [Germany](https://apptail.io/app/cg-wealth-management-canada-VCdb/germany) - [France](https://apptail.io/app/cg-wealth-management-canada-VCdb/france) - [United Kingdom](https://apptail.io/app/cg-wealth-management-canada-VCdb/united-kingdom) - [Italy](https://apptail.io/app/cg-wealth-management-canada-VCdb/italy) - [Mexico](https://apptail.io/app/cg-wealth-management-canada-VCdb/mexico) - [Malaysia](https://apptail.io/app/cg-wealth-management-canada-VCdb/malaysia) - [Philippines](https://apptail.io/app/cg-wealth-management-canada-VCdb/philippines) - [Poland](https://apptail.io/app/cg-wealth-management-canada-VCdb/poland) - [Türkiye](https://apptail.io/app/cg-wealth-management-canada-VCdb/turkey) - [United States](https://apptail.io/app/cg-wealth-management-canada-VCdb/united-states) - [Australia](https://apptail.io/app/cg-wealth-management-canada-VCdb/australia) - [South Africa](https://apptail.io/app/cg-wealth-management-canada-VCdb/south-africa) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*