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Online Portal

  • How do I change my email address?
  • Forgotten your security questions?
  • Why am I having problems logging in?
  • What can I do online?
  • Your account valuation - what does this include?
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Personal Details

  • Updating your personal details
  • How do I update my telephone number?
  • How do I update my address?
  • Unable to update your address online?
  • Unable to update your telephone number?

Registration

  • What information do I need to register for the online portal?
  • How do I register for the online portal?
  • Can I use a PO BOX address as my registered address?
  • Once registered, can I access the online portal instantly?
  • Can I register for the online portal if I live abroad?
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Valuations

  • Where can I find fund prices
  • Why is there an 'i' displayed against my investment?
  • Can I view my joint holdings?

Dealing

  • How can I make a withdrawal?
  • How do I set up or change my monthly contributions?
  • How do I switch funds?
  • How do I top up my investment?
  • How do I cancel a monthly contribution?
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Two Factor Authentication

  • What is Two-Factor Authentication?
  • Why use Two-Factor Authentication?
  • What if I am unable to receive my one-time access code via text?
  • I have received a One-Time Passcode that I wasn’t expecting, what should I do?
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