EB Wealth

Finances at your fingertips.

The EB Wealth App gives you a secure and concise summary of your investments and allows you to view recommendation reports and other important regulatory documents. The app has a secure messaging section for sending and receiving sensitive messages and/or documents and also has a feature that allows you to verify your identity. We have also included an "Ask-AI" tool which should be able to answer specific questions about your financial situation and provide you further information garnered from the internet. Although we believe the Ask-AI function should provide you with surprisingly accurate information most of the time, we stress that it should not be used to replace independent financial advice, and you should not use it to make any financial decisions. It is however quite good fun and will even answer questions in the middle of the night when your EB Wealth adviser is sound asleep!