Online Portfolio

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Our secure on-line portfolio service provides you with 24-hour access to valuations and transactions at any time.

This information can be viewed in several ways depending on your requirements - on screen, as a printer-friendly version or you can download the information to your personal computer.

This service is available to all clients and their advisers with a personal portfolio.

> Click here if you are a client

If you are a financial intermediary or a professional adviser, you have two options:

> Click here if you require access to your client’s accounts

> Click here if you wish to gain instant access to our dedicated password-protected adviser website, with the possibility of adding clients to your log in at a later date.

 

This website is for UK investors only. Quilter is the trading name of Quilter & Co. Limited. A member of the London Stock Exchange and authorised and regulated by the Financial Services Authority. Quilter is a private limited company that is registered in England No. 01923571. The registered office is at 20 Bank Street, Canary Wharf, London E14 4AD. Quilter is a wholly owned subsidiary of Morgan Stanley Smith Barney. “Quilter” and the “Quilter” logo are registered Community Trade Marks and remain the exclusive property of Quilter & Co. Ltd. You are prohibited from using the Quilter marks for any purpose without the prior written authority of Quilter. Messages and telephone calls to and from Quilter may be monitored to ensure compliance with internal policies. Terms and Conditions