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Our secure on-line portfolio service provides you with 24-hour access to valuations and transactions at any time.

This information can be viewed in several ways depending on your requirements - on screen, as a printer-friendly version or you can download the information to your personal computer.

This service is available to all clients and their advisers with a personal portfolio.

Click here if you are a client

If you are a financial intermediary or a professional adviser, you have two options:

Click here if you require access to your client’s accounts

Click here if you wish to gain instant access to our dedicated password-protected adviser website, with the possibility of adding clients to your log in at a later date.