Nicola Wealth's Private Client Mobile App

We recognize the need for convenient and secure on-the-go reporting and have developed the Nicola Wealth Private Client Mobile App, allowing you to conveniently access your investment portfolio at any time.

By logging into the app on your phone or tablet, you get a mobile customized experience without having to log in through a web browser.

To get started, simply log in using your Nicola Wealth Private Client Access Website username and password.  Forgotten your credentials? No problem, you can easily reset them through the app.

With privacy top of mind, our new private client app also features the option for two-factor authentication to ensure the security of your financial information.

If you’re new to the Nicola Wealth online experience, please contact your advisor to get set up.

 

Download the Nicola Wealth Private Client Mobile App here: 

 

Returns

By tapping the Returns icon, you are able to view your Annualized Returns, Calendar Year Returns, Invested & Cumulative Profit, and Cash Flow & Cash Yield. Interact with each chart for a deep dive into your return information.

 

Allocation

Under the Allocation section you will find an asset allocation chart displaying the diversification in your portfolio. Below the chart you can retrieve more details on your allocation by tapping the ‘+’ icon beside each asset class.

 

Value

The Value section provides a convenient breakdown of the accounts in your portfolio. You can view your CAD and USD accounts and continue drilling down by individual accounts such as RRSPs, TFSA’s, and non registered accounts, within your blended portfolio.

 

Transactions

You can easily view every buy and sell transaction within your portfolio by tapping the Transactions icon. Efficiently find the transactions you are looking for by using the ‘Sort & Filter’ feature to organize the trades.

 

Menu

Access everything you’re looking for using the Menu icon . This includes conveniently finding your Advisory Team’s contact information where you can call or email them directly. You can also find a number of helpful resources including Fund Performance Reports, and even listen to Nicola Wealth’s podcast, The Wealth Exchange.