Skip to main content Skip to chat

What is ‘Wealth’?

‘Wealth’ is a new feature in the Tangerine Mobile App designed to give you a clearer, more complete picture of your overall financial health.

  • See your total net worth at a glance – today, and how it might grow over the next 10 years
  • Review your Investment portfolio across all of your Investment Accounts – Check how well your Investments have done (‘performance’), or what you’re investing in (‘sector exposure’)

Everything is organized in one place to help you make more informed financial decisions.

Where do I find ‘Wealth’?

You can find the Wealth feature at the bottom of your screen in your Tangerine Mobile app.

 

If you don’t already have the app, you can easily download it from the App Store or Google Play to access all Tangerine features including ‘Wealth’.

 

Note: You’ll need a funded Investment Account to take advantage of this new tool and experience.

 

View Video here:



More Wealth FAQs

Your net worth today is calculated by taking all of your assets (what you own) and subtracting your liabilities (what you owe).
 

• Assets at Tangerine like Investments, Savings Accounts, and GIC’s, are automatically captured. You can add any external assets like a car, a home, or investments you may have with other financial institutions.

 

• Liabilities at Tangerine like, Credit Card balances, Mortgages, or Lines of Credit are also automatically captured. You can add any liabilities that aren’t with Tangerine such as, a car loan, a mortgage or a student loan.

Using a standard financial calculation, we estimate how your assets will change over time based on potential interest earned or investment returns. For more details, check out the full explanation available in Wealth, under the Net Worth Projections chart.

Your portfolio is a summary view of all of your Investments with Tangerine. Whether you have one Account or multiple, you’ll see a single view of Investment performance (current and historical), asset allocation (distribution of your Investment Funds to different categories), geographic and sector exposure.

Yes. You can choose which Accounts appear using the filter options.

It reflects how your Account value has changed over the selected timeframe, including contributions, withdrawals, and market changes.

Investment Accounts update daily using end-of-day prices.

No. Projections are estimates designed to help guide your financial decisions — they are not predictions. Think of these as helpful estimates for planning, not promises about what will actually happen.

We use bank grade security including encryption, secure authentication, and constant monitoring to protect your information.

Contact one of our Advisors to help you over the phone at 1-877-464-5678, Monday to Friday, 8am-8pm ET.