New in My Accounts – Updated (Client Dashboard)

New in "My Accounts"

Whether you're a novice or a seasoned investor, you can make better financial decisions when you have convenient, secure access to the right digital tools.

Our online services platform allows you to log in to your GP Wealth account from anywhere at any time to know where you are today and stay on track toward your goals.

I encourage you to take advantage of the new online portal to more efficiently collaborate with me about your portfolio, investment allocation, research, risk profile and more.

From your digital dashboard, click the "My Accounts" tab to access our advanced, intuitive investor portal. The interface is easy to use and offers a host of features that help you keep connected to your investments, including:

  • Enhanced quarterly account statements
  • Investment research reports
  • Fund Facts documents
  • Performance reporting
  • Tax reporting

You can also make changes to the account profile, such as updating your home address, contact information and account password.

And you can switch to E-Delivery of your account statements for a more efficient and complete online-services experience. E-Delivery is easy, fast and good for the environment!