Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
Manage portfolios with real-time price tracking and market analysis. Set automated trades and stop-loss orders. Monitor multiple exchanges and receive alerts. Securely store private keys and view transaction history.
