Easier to manage your investments online
- Better navigation between your accounts and summary screens of your investment holdings
- Secure and convenient communication between you and your MD advisor
- Safe delivery of duplicate statements, trade confirmations and tax receipts
Statements and Trade Confirmations redesigned for simplicity
- Coming in July with your second quarter statements
- Will include item-by-item information about the new format
- Now includes an RESP summary (if applicable)
- Standardized format for all trade confirmations
Two ways to get started
Frequently asked questions
Our new account management system has its own unique User ID that meets our strict security guidelines.
We appreciate the initial frustration of having to remember another User ID. If you need to write down your new User ID, please store it in a safe location, and don't keep your User ID and Password together.
To maximize the security of your online account access we recommend you change your Password regularly.
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Simply call an MD Online Support Specialist at 1 877 431-0330 for assistance.
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If your investment account number started with "5A" it was changed to a number sequence that now ends with ".700". This change is strictly administrative and will not impact your investments.
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This project was started in advance of the recent unprecedented market volatility and we believe it will add long-term value to the services we provide our clients. Rather than delay, we deferred other priorities to complete these systems enhancements.
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Yes, upon logging in, you can access the "Help" feature at the top right corner of the screen. MD Online Support Specialists are also available to answer your questions at
1 877-431-0330 or websupport@cma.ca. NOTE: The acronym "BDS UI" used throughout the "Help" feature stands for Broker Dealer System User Interface, a description name for the application
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Online trading authority only enables you to perform transactions within the account and with the holdings currently held in the account.
To complete a transfer between the account and the account owner's bank account you must contact the MD TradeCentre at 1 800 267-2332.
Or, the account owner can log in to complete a transfer to or from their bank account. If the account owner needs online account access, simple call MD online support at
1 877 431-0330 to register for this service.
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In our new system, single-child RESP account(s) were converted into a new household RESP account. Each child will now be listed as a separate beneficiary in the one account, and will no longer hold separate accounts.
Your contributions and supporting grants will continue to be reported separately for each child. However, the long-term performance of your RESP investments will now be reported only at the household account level.
This industry standard modification will not affect your current child's education savings; however, you may want to contact your MD advisor to review and update your child's investment objectives and volatility, or if you have any questions.
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No, you must enter your trades directly in the online application, call the MD TradeCentre or your designated MD advisor.
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If you use Firefox:
Follow these easy steps:
- Click on File,
- Page Setup,
- Under Format & Options, uncheck "Shrink to fit page Width" and change "Scale" to 90,
- Click OK and click print on the page.
If you use Internet Explorer 8:
Follow these easy steps:
- Click on File,
- Print Preview,
- At the top, change "Shrink To Fit" or "100%" to 90%,
- Click on the printer Icon at the top left hand side.
If you have any questions or concerns, please contact one of our Online Support Specialist at 1-877-431-0330 Monday to Friday from 8:00 am to 8:00 pm ET.
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