At CIBC Wood Gundy, we believe there is no better investment than the time we spend getting to know our clients. Understanding your personal and financial goals helps us create a wealth management plan that incorporates all aspects of your life and puts your wealth to work for you—today and in the future.

CIBC Wood Gundy Investment Advisors are highly qualified, informed investment professionals with access to a suite of wealth management products and solutions, designed exclusively to meet your unique needs.

Their expertise, combined with CIBC Wood Gundy’s convenient online service, will help you preserve and grow your wealth.

Find out how you can:

View and Manage Your Accounts
Get the Latest Quotes and Research
Benefit from Additional Features

View and Manage Your Accounts

You can access essential information to effectively manage your investments, keep track of activity in your accounts and stay up-to-date with the latest news from CIBC Wood Gundy.

My Accounts

My Accounts
  • Total Market Value of your portfolio is displayed along with the market value of each of your CIBC brokerage accounts, if you have more than one.
  • Customize up to 20 Watch Lists and choose a default Watch that will be displayed when you log in.
My Accounts

Account Holdings

Last Business Day

Last Business Day

  • The Last Business Day tab gives you a detailed snapshot of your portfolio performance for the previous trading day.
  • The arrow next to each security provides you with quick access to relevant market information such as news, charts and research.
  • Stock symbols and the market on which they trade are available and provide a quick link to related Quotes and Research.
Last Business Day

Intraday Changes

Intraday Changes

  • The Intraday Changes tab shows changes to your portfolio as the market moves throughout the day.
  • Get a quick summary of your account, including cash balance, market value of your portfolio and available margin.
  • You can see dollar and percentage price changes for securities with intraday price movements.
  • Your can download your holdings to an Excel-compatible file.
  • You have the option of sorting your holdings a number of ways, including by currency, price and market value.
  • Relevant messages are displayed under the security name to inform you of important information such as stock splits.
Intraday Changes

Portfolio/Book Value

Portfolio/Book Value

  • The Portfolio/Book Value tab allows you to see how your portfolio and individual holdings are performing relative to their book value. Some account information is only available in the sub-account view of your portfolio.
  • The dollar and percentage Gain/Loss is available for each asset type in your portfolio.
  • You can now quickly see how a security is priced relative to its book value.
  • The Holdings breakdown pie chart gives you a visual snapshot of your portfolio asset allocation.
Portfolio/Book Value

Transaction History

Transaction History
  • You can download your past transactions to an Excel-compatible file.
  • You can sort and filter your transaction history by various fields such as transaction type, symbol and currency.
Transaction History

Get the Latest Quotes and Research

With CIBC Wood Gundy, you have access to research and analyst reports from industry experts, including Standard & Poor's, CIBC World Markets and Reuters.

You can also:

  • Customize up to 20 Watch Lists and choose a default Watch List to be displayed for each session
  • Set up customized alerts on everything from stock prices and market changes to new analyst reports, all delivered directly to your inbox

Market Centre

Use the comprehensive market information, including charts, an at-a-glance view of daily market performance and the latest financial headlines to stay informed of the day's market activity.

Market Centre

Stock Centre

  • Use the Stock Screener tool to find stocks that suit your investment needs
  • Quickly view the latest upgrades and downgrades and get the most current ratings from CIBC analysts
Stock Centre
Benefit from Additional Features

In the User Preference section of Wood Gundy Online, you can make changes to your account preferences, including your sign on password and Personal Verification Questions. We also offer a variety of tools, resources and features designed to complement the services provided by your Investment Advisor.

Associate Online Banking with Online Brokerage

Associate your CIBC Online Banking account with your CIBC Wood Gundy account to view and manage both accounts with one username and one password. Once set up, you can switch seamlessly between the CIBC banking and CIBC Wood Gundy sites during the same online session.

eDocuments

  • To access your electronic documents (e.g., account statements, trade confirmations, tax documents, quarterly portfolio reviews) in one convenient location, go to Account Information ► eDocuments.

Securities Trade Confirmations

  • Your securities trade confirmations can always be accessed in eDocuments whether you choose to receive them by mail or online only.
  • Securities trade confirmations are available from CIBC Wood Gundy for a period of 7 years following the year they were issued.

Tax Documents

  • You can view, download and print your annual tax package and tax slips, including the CIBC Wood Gundy Client Tax Brochure.

About My Investment Advisor

Visit your Investment Advisor’s website directly from CIBC Wood Gundy Online. You’ll find your Investment Advisor’s contact information, articles, reports and information on products and services.

Please contact us to learn more about these additional features.

Expert Advice. Exceptional Service

At CIBC Wood Gundy, we believe there is no better investment than the time we spend getting to know our clients. Understanding your personal and financial goals helps us create a wealth management plan that incorporates all aspects of your life and puts your wealth to work for you—today and in the future.

If you’re a CIBC Wood Gundy client and you haven’t enrolled in CIBC Wood Gundy Online, contact your Investment Advisor today to get started.

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

The information contained on this website is considered accurate at the time of posting. CIBC and CIBC World Markets Inc. reserve the right to change any of it without prior notice. The information on this website is for general information purposes only and is not and should not be relied upon as legal, tax, accounting or other advice, including the suitability or profitability of a security or investment for your investment account.

Open A CIBC Wood Gundy Account

For over one hundred years, CIBC Wood Gundy has been helping generations of Canadians meet their financial goals. To put our expertise to work for you, contact a CIBC Wood Gundy Investment Advisor near you.


The CIBC Online Security Guarantee

CIBC Online Brokerage offers you the same security protection under the CIBC Online Security Guarantee.

Learn more