Stay up to date with your investments
Over 225,000 customers are already viewing their investments online, in the same way they do for online banking. Our customers who use our online service like the fact that they can:
- see how their money is performing
- view all their savings with Quilter's platform in one place; and
- go paperless to reduce unnecessary admin.
Your online account is waiting for you, so make sure you don’t miss out on the benefits by activating it today.
Quick links
Having online access has helped me stay organised and it’s been great to reduce the amount of paperwork I receive. Activating was easy, and using my account is just like using online banking.
Janet
78
Quilter Customer
Activate now in 3 simple steps
It couldn’t be simpler to activate your online account and takes less than seven minutes to do:
Step 1: Prepare
You’ll need your driving license number, passport number or an electricity bill.
You don’t have to scan or send us any documents.
Step 3: Verify
Secure your account using your mobile or landline number.
Need help activating your account?
We hope you find it quick and easy to activate your account but if you do need some help, our step-by-step user guide will talk you through it.
Keeping your account safe and secure
Our Financial Security experts have designed your online service with robust processes and the latest security features to protect your investments.
Choose your own memorable picture and phrase for your account
to give you the reassurance that you are in the right place every time you log in.
Two factor authentication adds an extra layer of security
and also gives you an easy and secure way to reset your password if you forget.
We'll notify you if we receive a request to change your details
such as your mobile number or address, giving you complete control.
Accessing your documents online couldn't be easier
More and more customers tell us they want to reduce the amount of paperwork they receive to lessen the impact on the environment and avoid having to store this at home or dispose of it securely.
To help, we’re pleased to let you know all your documents and valuations can be accessed directly through your online account. When there’s something new in your online document library, we’ll email you to let you know.
If you’d prefer to still receive paper copies you can change your communications preferences at any time.