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.

Login

Welcome
 

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. 

Activate your Online Account 

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.