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Access Adam & Company’s 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.
Portal quick links
Adam & Company Wealth Online – our existing portal for clients registered prior to the 6 June 2023 click here
CGWM Investments – our new portal for clients registered since the 6 June 2023 click here
CGWM Investments – our new portal for intermediaries registered since the 6 June 2023 click here
Our new online portal: CGWM Investments
We have recently upgraded our online portal.
If you are an active user of one of our earlier online systems, we will be contacting you over the summer to arrange your access to the new portal.
Until you are invited, you can use the links above to continue accessing your account online through Adam & Company Wealth Online.
If your access for the upgraded portal has already been activated, you can login by clicking on the links above. You can also download the app which is available on the Apple and Android stores – CGWM Investments.
View the terms and conditions for our new portal here.
Check out the user guide to our new portal here.
Should you require any assistance with the above, please contact the online team on 0330 390 0850 or email us at cgwmonline@canaccord.com, and we will be pleased to help you.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.