The Burgundy Portal app gives you access to your portfolio information right at your fingertips. With a clean and simple design, this interactive tool is the hub for portfolio updates, investment reports, and more.
Here’s what The Burgundy Portal app offers:
DASHBOARD
Quick access to your market value, net contributions, and rate of return. The most recent Views and Insights from Burgundy are also directly available from your Dashboard homepage.
ACCOUNTS
Detailed account information is available for the most recent valuation, month-end, or quarter-end dates. Account values, asset allocation, performance, and holdings are all visible here.
TRANSACTIONS
Keep track of your transactions using customizable date, transaction type, or fund filters.
DOCUMENTS
Access your quarterly and annual reports under this tab. Additional Fund Fact Sheets for Burgundy’s portfolios are available here.
CONTACT US
Easily connect with your Burgundy Team to submit trade instructions, meeting requests, or other inquiries.
LANGUAGES
The Burgundy Portal app is currently available in English and French.
LEGAL
By selecting “Get” or “Update”, you consent to the installation of the Burgundy Mobile Application (“Mobile Application”) or updates and upgrades. The Mobile Application is meant to be used exclusively by Burgundy clients and affiliates and requires users to register their account.
If you download the Mobile Application, you must review, and are subject to, the terms and conditions found under the Legal link on the Burgundyasset.com website, as well as, all applicable agreements between you and Burgundy, including; client portal terms & conditions, investment management agreement, client profile application form and renewal form including electronic consent.
When you download or update this Mobile Application we may collect information about your computer or device, operating system, internet connection, settings, IP address, device location data, transaction data, as well as personal information. Please refer to Burgundy’s Privacy Policy to learn about our collection, usage, disclosure of information and measures taken to protect the privacy and security of your personal information.
To use the Mobile Application you will require internet connectivity, as a result, you may be charged by your respective mobile network provider. Check with your mobile network provider or hardware provider if you have questions about your specific device.
To withdraw your consent at any time you may delete the Mobile Application.
If you require assistance or need help removing the Mobile Application, call (416) 869-3222, email [email protected] or write to us at Brookfield Place, 181 Bay St Suite 4510, Toronto, ON M5J 2T3.
Burgundy is a registered trademark.