Web-Based Help For You

General enquiries: 020 7739 8200 / Become a client: 020 7149 6437 / Media site

Our web portal gives you the ability to combine and compare client portfolios

Our web portal, specially designed for IFAs and Intermediaries and accessed through the secure client area of the Charles Stanley website, offers you the following features:

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
The facility to group clients in ways that meet your business needs, for example by partner or consultant, geographically or by business type
Combine and compare client portfolios
Download information to a CSV file (easily imported into Microsoft Excel and other software packages), either on an ad hoc or a diarised basis.

Please click on the above brochure for more information.

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Charles Stanley & Co. Limited is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange, the London International Financial Futures and Options Exchange and the International Capital Market Association. Investors should be aware that past performance is not necessarily a guide to the future and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Please read our Legal Information, Privacy Policy, Order Execution & Conflicts of Interest and UK Stewardship Code.