The Whitechurch online portal provides access to investment information, secure messaging and the ability to login via a mobile application on smartphones and tablets.
Portfolio valuations are updated each working day and clients can view their portfolios 24 hours a day to access valuations, cash history and income details.
Other benefits of the portal include:
CONVENIENCE – reports and statements accessed anywhere, anytime; removing the burden of paperwork
SIMPLICITY – all information in one place
SECURITY – reports and statement information go into a document vault for each personal account
TIMELINESS – e-mails & text alerts issued regarding updates
Log in to the secure website, using your username and password.
If you are not yet registered to access your portfolio online please call us on 0117 916 6193 or email firstname.lastname@example.org. If you wish to discuss any aspect of your portfolio please contact your Financial Adviser.
Before you go, please click on the link below to let us know if you would like to receive your valuation reports electronically.