At the end of 2024, the existing Client Portal is being retired and will be replaced by a new Personal Finance Portal. This new portal is available now and can be accessed via the link below.
Any documents that you have on the existing Client Portal will NOT be automatically copied over to the new Personal Finance Portal.
In order to have continued access to these documents you will need to manually copy these over. This can be achieved by downloading them from the Client Portal and then uploading them to Personal Finance Portal.
If you have any questions or require assistance, please contact your Client Relationship Manager on 01763 261366.
