Access our online portals

From this page, you can securely access your valuation and up-to-date information about your investments. You can also view your portfolio dashboard and cash statements, as well as check any purchases and sales - and much more.

Please note these portals serve our business in the UK and Crown Dependencies. For Canada or Australia, please visit their respective websites.

Canaccord Wealth - private client

If you are a private client, log in here.

Canaccord Wealth - clients of intermediaries

If you are the underlying client of an intermediary who has set you up on the Canaccord Wealth online portal, log in here.

Former Brooks Macdonald clients

To continue accessing InvestBM, log in here.

Former Brooks Macdonald clients

If you are an International Shareholder Investor, log in here.

Canaccord Wealth - professional advisers/ intermediaries

If you are a professional adviser or an intermediary who has clients with Canaccord Wealth, log in here.

Canaccord Wealth - US clients

If you are a client on our US platform, log in here.

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.