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ModernAdvisor app for iPhone and iPad


4.6 ( 4016 ratings )
Lifestyle Finance
Developer: ModernAdvisor
Free
Current version: 2.4, last update: 1 year ago
First release : 26 Jan 2016
App size: 6.31 Mb

ModernAdvisor is one of Canada’s leading online investment services. Whether you are saving for a rainy day, building your retirement nest egg, or saving for your child’s education ModernAdvisor can build and manage a diversified portfolio to help you reach your goals. ModernAdvisor costs only a fraction of traditional investment options and is available in all Canadian provinces.

With ModernAdvisor’s app you can:

- Track your portfolio’s performance anytime, anywhere
- Make changes to your investment plan
- Contact and chat with our advisors
- Transfer funds between your bank and ModernAdvisor
- View your portfolio holdings and transactions

Account Security
Modern Advisor Canada Inc. is registered with provincial securities commissions in all Canadian provinces. Securities in your account are covered under the Canadian Investor Protection Fund up to $1,000,000 through our brokerage partners, Credential Qtrade Securities Inc. and CI Investment Services Inc. See www.cipf.ca for more details.