CG Wealth Management (Canada) のアプリ分析 5月3日

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.