Landing page and navigation
The purpose of this guide is to provide an overview of the initial My portfolios page and navigation options for the client portal.
The 'My portfolios' page
After logging into the client portal, you will see the My portfolios page. From here, you can access all the functionality available in the portal including an at-a-glance view of your portfolio(s) and documents relating to your account. Here are some of the key features of the client portal listed by number:
Overview - the total valuation of all portfolios
My portfolios - your individual portfolios, including any linked accounts. Click on the drop-down arrow to see a performance summary or on View details for more information about the specific portfolio
Documents - allows you to view and download any documents relating to your account
Tools - from here you can access the My Wealth function (if you are registered to use this)
Messaging - allows you to communicate securely with your financial advisers
Legal - provides access to our legal information and policies i.e., privacy
Help - links to information available to help you use the client portal
My profile - from here you can view and edit your personal information, change your password and see which of your devices can access the mobile app
My contacts - contact details of your financial advisers
Log out - Click on the drop-down arrow and then click Log out to safely end your session
Insights- the latest articles and market commentary from our experts
Tip: More information on the client portal's features To find out more about the features described in this guide, please click on the Help link (number 7) to access the various help guides and videos. |