MD account access on the go
Keep your finger on your finances! With a few taps, see transaction history and rate of return data for your MD accounts, and enjoy handy tools for planning and communication, including:
• Financial planning calculators
• Secure messaging
• One-click access to the full MD mobile website
My MD Mobile is constantly evolving, as we add new features and upgrades based on your feedback.
What’s New in Version 4.4
• Peer Wealth Comparison tool (for physician clients only)
• Design and functionality enhancements
• Live chat
• Quick access to MD ExO® Direct and MD Direct Trade™ accounts
1 800 267-4022
MD Financial Management
1870 Alta Vista Dr.
Ottawa ON K1G 6R7
The information presented in the app is not intended to offer foreign or domestic taxation, legal, accounting or similar professional advice, nor is it intended to replace the advice of independent tax, accounting or legal professionals. Incorporation guidance is limited to asset allocation and integrating corporate entities into financial plans and wealth strategies. Any tax-related information is applicable to Canadian residents only and is in accordance with current Canadian tax law including judicial and administrative interpretation. The information and strategies presented here may not be suitable for U.S. persons (citizens, residents or green card holders) or non-residents of Canada, or for situations involving such individuals. Employees of the MD Group of Companies are not authorized to make any determination of a client’s U.S. status or tax filing obligations, whether foreign or domestic. The MD ExO® service provides financial products and guidance to clients, delivered through the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). For a detailed list of these companies, visit md.ca. MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies.
MD Direct TradeTM is a division of MD Management Limited, member of the Canadian Investor Protection Fund.
MD ExO® Direct is an investment solution brought to you by MD Management Limited. MD Management Limited – Member – Canadian Investor Protection Fund.