After signing in you will be taken to your Institutional Investor Portal homepage. Note there are 2 different landing page view screens. What you will see will be dependant on your access and user set up.
Landing View 1
The following summarises the functions on the left side of the menu:
1. All accounts held are displayed individually. Select View Account for more detailed information and transactions.
2. User: to view and update your personal and security details.
3. Trades: to view your trades, if you have Deal Approval role access, review and approve deals placed by other users.
4. Account Options: to view valuations and transaction history. If you have Deal Issuer access, you can buy, sell or switch
funds. You can also view Documents: statements, Contract Notes and tax vouchers for your account(s).Please note you
will only be able to view documents from January 2020.
5. Help Centre – to view guidance on navigation of the site and a glossary of terms.
6. Use the Logout option to leave the portal at any time.
Landing View 2 - Group Users
The following summarises the options available to users that have access to multiple Institutions:
1. Group Search Box - Clicking into the box will populate a drop down list and present you with the different group(s) you have access to.
2. Account Search Box - Clicking into the box will populate a drop down list and present you with the different account(s) you have access to.
Note - Once you have selected a Group and an Account you will be directed to the standard account view page as seen in Landing View 1 example above.
