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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.

Select an office

Get in touch

We're always happy to help

Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS

020 7739 8200

Latest news & opinion

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Features: 14/06/2021

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Financial Adviser Service Awards
Features;: 11/06/2021

Vote for Charles Stanley – Financial Adviser Service Awards 2021

Please show your support by voting Charles Stanley in the Financial Adviser Service Awards 2021 – DFMs category. Voting closes 9th July 2021.

Charles Stanley

Heritage and independence.

When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.