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Client Online Valuations

Client Online Valuations

Our online valuations service gives you access to a range of useful portfolio information, 24 hours a day, seven days a week.

Real-time valuations*

Giving you instant access to the value and status of your investment portfolio.

Transaction history

With three months’ transaction history stored on the system, you can easily view your portfolio's activity over a period time.

Secure data

Your personal details are safe with us and are delivered by a secure website.

Dedicated support

A team of dedicated staff is on hand to answer any technical queries. Monday-Friday, 9am-5pm.

*Data as at previous day’s close

Related Literature: 
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.