We’re aware that the Waterfall and Client Portfolio reports are showing some incorrect returns or values for a number of clients. Thank you for bearing with us while we investigate this as an urgent priority.

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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 first phase of the rollout of your new platform has started. During this phase, advisers may still need to access both platforms.

  • Log in to the old platform.
  • Access support for using both systems.

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