1. Open the Registration Page.
2. You will be prompted to enter your email address, that’s the one that we hold on file, which in turn will trigger an email containing an activation link to be sent to your email account. Note: The email you register with will become the email you log on with.
3. Upon receipt of the email, click on the activation link.
4. You will now be directed to a page to verify your identity, define a password and view the Terms and Conditions. Once you have done this, click on the ‘Register’ button to complete the activation of your Client Portal account.
5. The activation process is now complete! You will receive an on-screen confirmation message saying ‘Activation process complete’ and a link to login to the Client Portal.

The Client Portal is where you can view your portfolio, send and receive secure messages between your adviser and upload & store documents in a secure document vault among other features.

What you see in the Client Portal is a representation of data that your adviser has captured in their internal system, so any information you update in the Client Portal will feed back to your adviser in real-time!

The term “Account” is used throughout the site and encompasses all financial items, with the exception of “Policies” – reserved for Protection – and “Property” which is an umbrella term used to describe the tangible, physical property. Your portfolio is split into Assets (5 account categories) and Liabilities (3 account categories). Protection is a stand-alone category. At the moment, these categories are fixed and cannot be altered.

1. Login to Client Portal
2. Click the ‘Menu’ button at the top
3. Security Settings
4. Manage Sign-In Security
5. Enter your Current Password and enter your New Password
6. Press Save

You can update the information we hold about you through our Client Portal by clicking on your ‘Profile’ on the home screen.

Your Profile is where you control your data, and it is organised into sections and subsections that represent different aspects of your personal and financial information. You can update these sections at any time.

You can manage your Profile for both you and your financial partner (such as a spouse), if you have consent from your partner to do so.

Your Profile is arranged into three sections;

• You and Your Family
• Home & Contact
• Your Finances

Prior to your review, we would appreciate it if you could update the ‘Your Finances’ section. This contains details about your Assets & Liabilities, Income and Expenditure.

This section also contains details about your risk profile which your adviser will discuss at your review meeting. If we require our risk questionnaire completed prior to this, we will send you a secure message through the Client Portal.

If you need any assistance, please contact us.