Portfolio Online is web-based.
You can access it via your internet connection using the following web browsers:
- Microsoft Internet Explorer 9
- Microsoft Internet Explorer 10
- Microsoft Internet Explorer 11
- Google Chrome
- Mozilla Firefox
Portfolio Online is unlikely to work properly with older browsers.
Portfolio Online | Registration
Register for Portfolio Online
Registering for Portfolio Online takes around ten minutes. What's involved:
- Read and accept the Portfolio Online Terms and Conditions.
- Input your contact details and your client number.
- Create and confirm a username.
- Answer a set of security questions.
- If required, please sign and return to us the form at the end of the registration.
|Investors / Members||Financial advisers and dealers|
Tip: Be sure to have your
Tip: If you are registering on behalf of an adviser or dealer you will need their details. Signed authority from that adviser or dealer is required before we approve your registration.