Overview and Timeline

Wilsons Advisory (Wilsons) has merged with Canaccord Genuity (Canaccord).
As a result, all active Wilsons data feed accounts migrated to the Canaccord feed during the weekend commencing 28 March 2026. Class has now completed the migration of these accounts.

What Class has done 

For all active Wilsons accounts in Class, we:

• Changed the existing product label to Canaccord Genuity.
• Updated the account number to the new Canaccord account number (in most cases, this involved changing the prefix from “W” to “R”).
• Changed the radio button from Adviser to Account Holder.

What you need to do

No action is required on your part. Please be aware of the following considerations.

Canaccord Genuity does not support foreign trades or balances

Post‑migration, you will no longer receive any foreign trades on these migrated accounts. If this occurs for an existing account holding, the feed balances on foreign accounts will become inaccurate. If you wish to remove the feed balance(s) for foreign holdings, please request assistance from Support.

Bank account cash codes expected to remain the same

The cash codes used in any linked bank accounts are expected to remain the same as those used in the Canaccord feed. If any linked bank account stops updating, please contact us so we can check whether the cash codes require updating.

Authority forms not required for migrated accounts

New Wilsons feed activations

For any new account activations, please change the prefix from “W” to “R” when setting this up in Class and follow the Canaccord Genuity user guide.

HIN

The provider has confirmed the HIN will not change.