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List of financial institutions supported by Wealthica

AGF
Algorand
Aligned Capital Partners
Alterna Bank
Assante Wealth (InvestorOnline)
Assante Connect
BMO Online Banking
BMO Private Banking Investments
BMO Investorline
BMO AdviceDirect
BMO Nesbitt Burns
Canaccord Genuity
CIBC (Wood Gundy, Investor's Edge)
Coast Capital Savings
Computershare Employee Online
Computershare Exempt Market (Private Capital Investor)
Credential Asset Management
Credential Securities
Cumberland Private Wealth
DaVinci Capital Partners (Ndex)
Desjardins AccèsD
Desjardins - AccèsD Business
Desjardins AccèsD Business (Alternative)
Desjardins Disnat
Desjardins VMD
Desjardins Private Wealth (GPD)
SFL Investments (Desjardins)
Desjardins Insurance Retirement (DFS GRS)
Desjardins Financial Security (DFS Investments)
DUCA Credit Union
Echelon Wealth Partners
EdgePoint Wealth Management
Edward Jones (Canada)
Épargne Placements Québec
EQ Bank
Gestion FÉRIQUE
Fidelity Investments Canada
Fidelity Clearing Canada
Fondaction CSN
Fonds de solidarité FTQ
Global Maxfin Investments
Canada Life GRS (previously Great-West Group Retirement)
Canada Life at Work
Hampton Securities
Harbourfront Wealth Management
Highgate Group
HollisWealth (MyPortfolio+)
HSBC Bank Canada
HSBC InvestDirect
Industrial Alliance Financial Group
Industrial Alliance Private Wealth
Industrial Alliance Securities (MyPortfolio+)
Industrial Alliance Investia
Interactive Brokers
Invesco Canada
IG Wealth Management (Investors Group)
Investment Planning Counsel
IPC Investment
IPC Securities
Laurentian Bank Discount Brokerage (CEBL)
Laurentian Bank Securities
Lawton Partners
Manulife Bank
Manulife Group Retirement (GRS)
Manulife Securities
Manulife VIP Room (previously Standard Life)
Mawer Investment Management
Meridian Credit Union
Motive Financial
Mackenzie Investments
MD Financial Management
Milestone Wealth Management
ModernAdvisor
National Bank Online Banking
National Bank Independent Network (MyPortfolio+)
National Bank Direct Brokerage
NBDB (Online Banking Login)
National Bank Financial
National Bank Private Banking 1859
National Bank Trust (Securities Custody)
NDAX
Nest Wealth
Olympia Trust
Palisade Capital Management
Portfolio Strategies
PWL Capital
Qtrade Investor
Quadrus (New Client Portal, Univeris Cloud)
Questrade
Raymond James
RBC Direct Investing
RBC Dominion Securities
RBC Wealth Management (RBC PH&N)
Scotia iTRADE
Scotia Bank (Online Banking, Scotia McLeod)

Servus Credit Union
Steadyhand
Sun Life Financial
Tangerine
TD EasyWeb
TD WebBroker (Direct Investing, Waterhouse)
Vancity
CI Direct Trading (previously Virtual Brokers)
CI Investment Services
Watt Carmichael (MyPortfolio+)
CI Direct Investing (previously WealthBar)
Wealthsimple Invest & Save
Wealthsimple Trade
Wellington-Altus Private Wealth (MyPortfolio+)

 

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