It’s reassuring when you can see where your money is and how it is doing. Our safe and secure online account can give you that peace of mind and you can register in a few simple steps. Once you're registered you'll be able to:
Once we’ve verified your details, we’ll send you a confirmation email and, for security reasons, we’ll send your log in details to your home address usually within five working days.
If you’re unsure whether you’re eligible to use this service then please contact us.
To log in to the online service select ‘Your Account’ at the top of this page and enter your client reference number, date of birth and password in the log in screen.
Once you are logged in, you can view your portfolio and benefit from a selection of online services.
You can find your client reference on your last statement or account documentation. Alternatively, your adviser should be able to give you this information or you can contact us.
Shortly after you’ve submitted your details, you’ll receive a confirmation email from us. For security reasons, we’ll send you a letter with your temporary password, usually within five working days. If you don’t receive a confirmation email or letter please try signing up to the service again. If you continue to experience problems, please contact us.
If you forget your password, you can request a new one using the 'forgotten password' link on the log in page. Please remember that when you receive a new password email, it will only be valid for two hours.
If you find that your log in details are still not valid, it may be because you have requested a new password or signed up again and are using an old password. Please remember that when you request a new password, your original password will become invalid. This may also happen if we send you a temporary password in the post, but you sign up again after we send you that password. In this case, use the most recently received password. If you need any further help, please contact us.
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