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 client number handy	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.