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Access your clients’ portfolios online

From here, you can access your quarterly valuation and up-to-date information about your investments at any time. You can also access a dashboard to see a daily snapshot of your portfolio, access cash statements, view purchases, sales and other stock and cash transactions and much more.

Professionals’ login

Psigma

If you had clients with Psigma, you can log in to your investment portal using the button below.

Canaccord Genuity Wealth Online

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