Trouble logging in? 
Your user name is the unique number that was sent to you during the registration process. It usually begins with ‘1’. 

If you’ve forgotten your password or PIN you can reset this yourself on the link below, but if you’ve forgotten both password and PIN, or your user name, you’ll need to call us.


Welcome to our portfolio services. Please type in your security login details to access your account. If you have any problems please contact your Financial Adviser straight away.

The rollout of our new platform is ongoing.

For help using the new platform:

If you need to access the old platform:

  • Log in to the old platform.

For the security of customers, any unauthorised attempt to access customer information will be
monitored and may be subject to legal action.