MyPEAK Online
PEAK Financial Group’s secure investor portal—now in your pocket. The mobile app lets you view, track and manage your investments on a day-to-day basis, wherever you are.
Key Features
• Portfolio snapshot: balances, positions & asset allocation
• Transaction history: review trades, contributions, fees & download PDFs
• Document vault: upload, store and share statements with your advisor (Coming soon)
• Secure messaging & alerts: push notifications on account activity
• Market insights: curated news briefs, watchlists and price alerts
Why You’ll Love It
• Fully integrated with your MyPEAK Online account—no extra data entry
• Intuitive, responsive design for investors at every level
• Bilingual support (English/French)
• Meets Canadian privacy & security standards