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Quick & easy portfolio access

Existing customers start using the service now.

More about the online investor service.

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Why use the Online Investor Service?

  • Secure and easy to use
  • A single account view of all your investments
  • View & Print Valuations
  • View & Print Transactions
  • Online fund switching (standard 0.25% charge)
  • Access to your own Cofunds correspondence
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Cofunds is the UK’s largest independent investment platform offering a huge fund range and award winning service.

By using Cofunds as our fund administration platform of choice, we are able to pass on significant benefits to our customers.

If you are an execution only customer using our non advisory discount service and you want to see the current fund discounts available to you, please click here.

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