Welcome to WealthHUB
Now, more than ever, digital access to information is essential. With WealthHUB, you'll have access to your investment information available anytime, anywhere, on any device.
*Where possible all communication will be sent digitally via your online account or email, some documents still remain paper where required by the provider.
Benefits for clients
It's faster and easier to access your information - no more waiting for your reports to arrive in the post. Instantly access your information online, through any device.
Secure, password protected environment, with an extra layer of security with Multi Factor Authentication (password & PIN).
A document history will build up over time so you can access all information in one place.
Stay up to date with the latest insights from the world of investments.
Access to WealthHUB gives you:
- Notifications and letters
- Quarterly performance reports**
- Valuation and performance information**
- Regular investment & economic commentary
Reduce our carbon footprint, together:
- Accessing information online is environmentally friendly
- Reduction in paper useage and waste
- Reduction in ink, toners and printers which can be harmful to the environment
**Not available for all clients