Our online system offers you a quick and easy way for you to access details of your investment holdings. The system is available 24 hours a day, 7 days a week enabling you to view investment details at a time that is convenient for you.
With the online service you can
- Check the valuation of your holdings and print details of transactions.
- Reset your password.
- Review and change your contact details.
- Send us a secure message with any questions you may have. Please note that investment instructions are not accepted through this secure message service.
A quick reference guide is available providing you with useful information on accessing investment details together with tips for troubleshooting.
- have previously used the online system but have not yet reset your password or
- have not used our online system before
please follow the Setting Up Access instructions below.