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What is WealthDirect?

WealthDirect is a unified managed account (UMA) which enables you to see all your investments, assets and liabilities for all your tax entities – all in one place.

WealthDirect Features:-

  • Powerful reporting tool, providing consolidated tax reports
  • Shares, managed funds and managed account information are automatically updated through the system on a daily basis.
  • View your total wealth (include administered and non-administered assets),
  • Do your own research, make your own investment decisions and place your own orders.
  • Manages your paperwork and serves as a mailing house
  • Records income, costs and liabilities
WealthDirect allows you to always be on top of all of your investments and to be able to work towards managing your tax positions either by yourself, or with assistance from a financial adviser.  Its’ your choice!

It really is your choice, your way, your style.

WealthDirect – Power to You

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