> Powerfully simple portfolio reporting
Access a comprehensive suite of account statements, including current and backdated holdings statements, orders, transaction ledgers, and trade confirmations. In addition to our standard reports, our Accolade clients also have access to detailed reports on capital transactions, cash transactions, income and expenses, realised and unrealised capital gains, portfolio performance, and consolidated quarterly and annual tax reports. All reports are generated at the moment they are requested (using 20 minute delayed market pricing) ensuring you always have up to date information on your accounts.
> Secure online account management
Update your contact details and linked bank accounts online, as well as authorising account changes requested by joint signatories. All changes to sensitive data require a PIN code to be sent to your registered mobile phone, ensuring a double layer of verification is enforced before a request is accepted. We keep you informed throughout the process, notifying you by email when a request to change account information has been made and again once the request has been processed.
> Access our library of Canaccord Genuity Research products
Whatever your financial goals and investment strategy may be, our expansive library of research publications can help equip you with the knowledge and insight to move forward with confidence.
> Comprehensive research coverage and market data
Current market data, in-depth analysis, investment recommendations and detailed company financials for stocks listed on the Australian Stock Exchange, NASDAQ, New York Stock Exchange, London Stock Exchange, Hong Kong Stock Exchange, Singapore Stock Exchange, Euronext, Irish Stock Exchange, German Stock Exchange, Spanish Stock Exchange and Italian Stock Exchange.
Added new Quick Search function.
ETF and Managed Fund research now available.
Performance updates and bug fixes.
- 85.3 MB
- Release Date:
- Patersons Securities Limited
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