Canaccord Wealth Management Welcome to your online account
Client Access
The Year-End Fee Summary for managed accounts can be found in the Q4 2015 quarterly statement (non-registered accounts only).

September 2016 statements are now available for viewing online.

Please note your Canaccord Genuity Wealth Management 2015 client tax forms are starting to be uploaded for viewing online.


Note: User ID and Password are case sensitive.

User ID


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Sign Up for Private Client Access and Canaccord eDocuments

As a Canaccord client, you can access your account holdings, transaction history, research and related information, and access your online statements and trade confirmations 24 hours a day, 7 days a week through our online portal.
Private Client Access Please complete the following steps to sign up for Private Client Access:
Step 1. Fill out an application form
Application Form (pdf)
Step 2. Send the completed form
to your advisor.
Step 3. Canaccord will email your login information to you.
eDocuments To subscribe to eDocuments you must already have signed up for a Private Client Access User ID and Password. After login please click on the eDocuments link on the left menu to access this service.

For more information on eDocuments, please click here.

As per IIROC regulations and our corporate policy, please note that client instructions to buy or sell investments left on voice mail or sent by e-mail cannot be accepted.