Your money, where you left it.
Log in to the platform that holds your investments, anytime, from anywhere. See what it's worth, find your statements, check your documents. Not sure which platform is yours? It's on your statements, or just ask.
Top 100Financial Advisors 2025
4.4 Excellent on Trustpilot
Where your money lives
Your investments sit with one of the providers below. Log in to see your valuations, track performance, and find the documents linked to your account.
abrdn Wrap Platform
View full details including current and historic valuations of your investments held under the custody of the abrdn wrap platform.
Transact Wrap Platform
View full details including current and historic valuations of your investments held under the custody of the Transact wrap platform.
AJ Bell Platform
View full details including current and historic valuations of your investments held under the custody of the AJ Bell platform.
Wealthtime Platform
View full details including current and historic valuations of your investments held under the custody of the Wealthtime platform.
Quilter Platform
View full details including current and historic valuations of your investments held under the custody of the Quilter platform.
Stuck?
If you can't log in, or you're not sure which platform holds your investments, contact your financial planner, or call your nearest office and we'll get you back in.