2020-07-26
Not enough functionality
Website much better so it sure the point of the app!
Can’t explore holdings in terms of GICs etc
Updating
iPhone Screenshots
iPad Screenshots
Description
My MD Mobile
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 4.6.4
• Technical enhancements
• Bug fixes
IMPORTANT DISCLOSURES
You acknowledge and understand that this app includes updates or upgrades that may (i) cause your device to automatically communicate with MD servers to deliver the functionality described above and to record usage metrics, (ii) affect app-related preferences or data stored on your device, and (iii) collect personal information as outlined in our privacy policy. You can withdraw your consent at any time by deleting or uninstalling the app. For help please contact us at:
1 800 267-4022
Or
MD Financial Management
1870 Alta Vista Dr.
Ottawa ON K1G 6R7
613 731-4552
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.
What's New in Version 4.6.4
• Technical enhancements
• Bug fixes
Information
Developer
Categories
Version
4.6.4
Size
110.9 MB
Game Center
No
VPP Device Licensing
Yes
Rating
Rated: 4+
Compatibility
iOS 8.1 or later
Devices
iPhone 5s, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS, iPhone XS Max, iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone SE (2nd generation), iPad (5th Generation) Wi-Fi, iPad (5th Generation) Wi-Fi + Cellular, iPad (6th generation) Wi-Fi, iPad (6th generation) Wi-Fi + Cellular, iPad Pro, iPad Pro (Cellular), iPad Pro (9.7-inch), iPad Pro (9.7-inch) (Cellular), iPad Pro 12.9-inch (2nd generation), iPad Pro 12.9-inch (2nd generation) Wi-Fi + Cellular, iPad Pro (10.5-inch), iPad Pro (10.5-inch) Wi-Fi + Cellular, iPad Pro (11-inch), iPad Pro (11-inch) Wi-Fi + Cellular, iPad Pro 12.9-inch (3rd generation), iPad Pro 12.9-inch (3rd generation) Wi-Fi + Cellular, iPad Air, iPad Air (Cellular), iPad Air 2, iPad Air 2 (Cellular), iPad Air (3rd generation), iPad Air (3rd generation) Wi-Fi + Cellular, iPad mini Retina, iPad mini Retina (Cellular), iPad mini 3, iPad mini 3 (Cellular), iPad mini 4, iPad mini 4 (Cellular), iPad mini (5th Generation), iPad mini (5th Generation) Wi-Fi + Cellular, iPad (7th generation) Wi-Fi, iPad Pro 11-inch (2nd generation), iPad Pro 11-inch (2nd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (4th generation), iPad Pro 12.9-inch (4th generation) Wi-Fi + Cellular, iPad Air4, iPad Air4Cellular, iPad EighthGen, iPad EighthGenCellular, iPod touch (6th Generation), iPod touch (7th generation)
Languages
English, French
App Store: Customer Ratings
Ratings & Reviews
4.0 of 5 (2,182 Ratings)
App Store: Customer Reviews
2020-06-15
Rating MD online and direct trade
Love it! Thank you.
Lorna Gorman
2020-05-21
Simple and Valuable
Easy to get my numbers, and to get help and information. Simple layout and functions. Puts a smile on my face to see the numbers.
2020-04-18
Meilleur visuel mais incomplet
Il faudrait ajouter l’accès aux documents et relevés. Aussi, ajouter l’option pour voir les cotiations et retraits CELI de l’année mais aussi depuis le début de l’ouverture du compte, un peu comme sur le relevé de compte annuel. Des représentations graphiques dynamiques de l’évolution du portefeuille seraient aussi intéressantes à voir.
2020-03-05
View only
Fine for viewing your portfolio but no ability to make trades.
Update: trades are possible by switching to the mobile version of the site. This is a bit clunky, however.
2020-01-10
Plantage fréquent
Il manque dans le tableau de bord la possibilité de voir le rendement annuel et global. L application plante souvent, et de plus en plus souvent...
2020-01-10
Financial paddles
At your finger tips you have the ability to access your future funds. Sleep well knowing you can treat your.finances with dignity. Invest well my friends
2020-01-06
Problem after iOS update
Hi
I get shut down when I click on any of my accounts. This seems related to the latest update from Apple. This happens when I use the app but not if I log on separately.
2019-03-31
MD Management.....very good to me!
I started out using MD 25 years ago and in the early days I never concern myself with investments since I had good income from my practice and good earning power. I did use their consultation service and they ranged from OK to very good. I did buy a lot of MD Funds and they did reasonably well over the years! However the old saying is that “no one will manage your money better than yourself”. The turning point came when I lost a fair chunk of money from a “hot tip” from a colleague! I started learning about investments thru reading, and trial and errors. It took me 2 years. By end of year 2 return from investments exceeded what I was earning in clinical practice! Now I m almost retired and still enjoy good income from my investments thru MD. So my advice is: take care of your own money and you wouldn’t have to work like a dog! MD Management offers the best service and trading platform for physicians!
2019-02-08
The worst
Never works properly. Forgets login/password in <24 hours every time.
2018-10-17
No Transaction capacity?
Can’t figure out how to process transactions on the phone app.
2018-09-01
Won’t Open on iPad
Historically both the mobile App and the Website opened smoothly on all of my Apple devices. Now it won’t open on my iPad
2018-08-14
Easy.
Easy to use. Not able to do trading with this app however
2018-07-14
New app works well!
Works both on my iPad Air and iPhone 8 running iOS 11. Access to my portfolio is now available and highly functional with stats. What I’ve seen in other investment apps is the ability to view data on the holdings themselves from within viewing the portfolio which is not available here. Not a major issue.
2018-07-02
Update Jan 28
I find this app very helpful, but I’m the new update the way you view your book value and your present value has changed and Is now rounded, personally I really miss seeing the exact amounts, but the new interface is very sleek.
Update; the interface is looking great now, one suggesting I have is that it would be nice to be able to see the performance of the individual assets within your portfolio, for example You can see your overall performance over the past year, but can’t click on the individual asset to its performance over the past year, you can only see its performance since purchased. Overall a great app with great support tho
2018-06-21
I don’t get the point
The mymd portal has been architected for RWD so what is the value add of an app?
2018-05-30
MD
Much better than previous but find the finger print login problematic
2018-05-10
I use it every day!
Love logging in, checking my balances, looking at recent performance and I’ve used it to review documents and talk to my advisor too! Love it! Plus now my wife can have easy access to our accounts and how we’re saving too!
2018-05-08
Appréciation
Il est plus long pour accéder à la façon antérieure puisque l’icône est parti...il faut plus de touches ...
Le contenu est moins élaboré...
M.L.
2018-02-19
App is just a daily account statement
If your goal is to simply have a snapshot of the current dollar amounts contained in your accounts, plus holdings, this app can do that. If you want to see pending trades or details about the value of any transaction made, it says "data not available". There is no functionality in the current version of this app that makes it useful. I have not found a way to enter an equity purchase or transfer funds into an account. To complete a transaction or see your detailed account history, you have to visit the MD website. I would skip this app altogether.....
2017-10-29
Crisp, Clean, Collective
The app works perfectly for my needs of signing into the app with Touch ID and viewing my various accounts. The bar graph for rate of return is a nice touch and the calculator tools are very interesting and helpful.
2017-10-15
Not accepting my username and password
Suddenly the app is not letting me log in on my iPad.
2017-09-24
Please fix
I cannot even log on to the My MD app.
2017-09-01
Seriously terrible
This app is awful. Constant messages that something is "broken" and you get a broken heart image. Completely inappropriate! Can't view transaction history the app hangs on this function. Can't trade. Why bother having a mobile app if you're just looking at your account balance. Needs a complete overhaul.
2017-05-17
Works well
Allows me to access and see details of my account.
2017-05-14
Half baked app
App would not let me register to include my CMA or mdm I'd. Can't add this in after registering generically. Was not able to access accounts, only just generic info about mdm and the calculators.
2017-03-21
Well done
This is a crisp, clean app. Access to to accounts is easy and attractive.
Downside: No ability to make transactions that I can see. Oh well.
Overall this app is a solid step in the right direction. Good job.