How do I access Canopy?
Canopy is easily accessible from any web browser. Be sure to Favorite us in your Bookmarks Bar!
Canopy portfolio visualizer: https://secure.canopy.sg/
Canopy Engine: http://engine.canopy.sg
What information is required for an initial upload?
In order for Canopy to help you visualize the full picture, we will need you to provide us with the following bank statements:
- Holdings Statement (or Summary of Assets, or Portfolio Report)
- Cash Account Statements (or Statement of Current Account)
- Transaction Advice
To account for other assets (such as real estate, car, wine, art), please provide us with as much information as you can about the Cost Price, Price Date, Valuation (if available)
One more thing! Please make sure that the bank statements that you send us are original electronic PDFs and not scanned paper copies. You may easily request your Banker to provide this on a recurring basis.
Have any other questions? Our Canopy Team is here to help! Please Contact Us.