Your online portfolio

As part of our portfolio services, clients and professional advisers can view investment portfolios online at any time via an online account.  Login details will be sent upon account opening.

If you have login details click here to view your portfolio now

A guide to using the online account facility is available for both client and introducers

Client guide to online accounts

Professional advisers guide to online accounts

Clients and professional advisers who wish to view valuations for the ISFL Brooks Macdonald OEIC please click here, and you will be redirected to our new funds website.