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Charles Stanley web portal

Online Portfolio & Account Access

Charles Stanley web portal

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Our web portal, specially designed for Financial Advisers and Intermediaries can be accessed through the secure client area of the Charles Stanley website (click the red button at the top of the page). The site offers a number of useful features to help you keep track of your clients investments and report accurately.

Portfolio valuations - showing quantity, name, book cost, close of business price, current value, estimated income and estimated percentage yield

Statements - for dealing, income and combined accounts. Shown in sterling with access to non-UK currency information

Acquisitions and disposals - displays all reorganisations for the previous tax year or year to date

Information on underlying securities, sorted alphabetically, by sector or by market value

Group clients in ways that meet your business needs, for example by partner or consultant, geographically or by business type

To gain access to your accounts via the Charles Stanley website please contact your relationship manager who will make the arrangments for you.

APPLICATION FORM

If you wish to allow a third party access to view your account online via Charles Stanley’s Secure Client Area please click on the button below and complete the authority form.

AUTHORITY FORM

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