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Online Portfolio & Account Access

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 my account 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

Your local office

Your local Charles Stanley office can help advise you on a wide range of investment management services.

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