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Client Access
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Support
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Terms and Conditions
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Client Access
The Year-End Fee Summary for managed accounts can be found in the Q4 2015 quarterly statement (non-registered accounts only).
August 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.
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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.
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Private Client Access
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Please complete the following steps to sign up for Private Client Access:
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Step 1.
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Fill out an application form
Application Form
(pdf)
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Step 2.
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Send the completed form
to your advisor.
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Step 3.
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Canaccord will email your login information to you.
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eDocuments
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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.
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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.
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