We have recently made a number of changes in order to enhance usability and position our web products for further improvement, including:
- A streamlined login process
- Improved performance and more intuitive navigation
- The facility to export transaction and balance pages to CSV files
- Providing investors that own multiple accounts with the ability to conveniently access them all using a single login, rather than with a separate login for each account
- Allowing advisers to see their funds under advice at a glance by adding a consolidated view of investor data, as well as providing them with complete investor listings so they can easily access underlying information
You will need a login and password in order to access this website. We have mailed or emailed you information that you will need in order to register. If you do not receive this information within the next 5 business days please contact client and investor services by email for assistance.