CA Wealth Management Digital Experience Study
Benchmark the Digital Experience Investors Rely On Most
The JD Power Wealth Digital Experience Study evaluates customer satisfaction with the wealth management digital experience, inclusive of both apps and websites across two segments:
Advised Investors – clients who invest through a dedicated financial advisor or team of advisors, or who engage with available financial professionals for guidance without working with a specific assigned advisor
DIY Investors – clients who trade and invest independently without assistance from a financial professional
A Complete View of Wealth Digital Experience Performance
The study measures key wealth digital experience dimensions:
• Information
• Design (Visual Appeal & Navigation)
• System (Speed, Security & Login)
• Tools/Capabilities
How the Wealth Digital Experience Study Works
• Uses guided interactions with real digital platforms across leading firms
• Captures detailed feedback on usability, content, performance, and design
• Measures experience across websites and mobile applications
• Links digital experience to investor satisfaction and engagement
Better Digital, Stronger Loyalty
• Identifies how digital shapes trust, engagement, and loyalty
• Highlights expectations for intuitive, fast, personalized experiences
• Reveals impact of digital gaps on advisor effectiveness
• Shows how firms differentiate through digital UX
Transform Digital Performance, Drive Growth
• Benchmarks where digital experience stands relative to top competitors
• Clarifies friction points that reduce engagement, satisfaction, and loyalty
• Identifies improvements that create operational efficiency and reduce service burden
• Strengthens digital-driven retention and conversion strategies
Key Dates
2026
Field Start: June 2026
Publish: November 19, 2026
Press Release: November 24, 2026
Press Release & Award Information
JD Power will issue a national press release that will highlight key findings and trends from the stud(ies) and includes top-to-bottom rankings of the brands in the study that meet JD Power’s predetermined research criteria. The brand(s) that ranks highest in each of the segments profiled and meets predetermined award criteria will have the opportunity to leverage their award publicly through the JD Power award licensing program, which requires subscribing to the study as a prerequisite.
Profiled Brands
2026 Canada Wealth Digital Experience (Web & Mobile App) – Advised Investors
BMO Nesbitt Burns
CI Financial (Assante Wealth Management)
CIBC Wood Gundy
Desjardins
Edward Jones
iA Private Wealth
IG Wealth Management
National Bank Financial
RBC Dominion Securities Inc.
ScotiaMcLeod
Sun Life Financial
TD Wealth PIA (Private Investment Advice)
2026 Canada Wealth Digital Experience (Web & Mobile App) – DIY Investors
BMO InvestorLine
CIBC Investor’s Edge
Desjardins Online Brokerage (Disnat)
National Bank Direct Brokerage Questrade
Questrade
RBC Direct Investing
Scotia iTRADE
TD Direct Investing
Wealthsimple
Who should use it
Built for Digital and CX Leaders
• Wealth Management Firms
• Brokerage and Investment Platforms
• Digital Product, CX, and Strategy Teams
PowerSource
Insights Available at a Touch of a Button
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
