Existing investors

If you are already investing through Investor Portfolio Service (IPS), your client reference number will be 8 digits long and start with a 50 e.g. 50xxxxxx.

What do you want to do today?

View and manage my IPS investment

Get an up to date valuation

If you are an IPS investor, you are eligible for secure access to the online service giving you an up to date valuation of all your IPS holdings in one place, plus the ability to manage you investment funds.

Top up my ISA online

You can add to your existing ISA wrapped funds, and buy new ones, all from the comfort of you own home.

Top up other funds online

You can add to your existing funds, and buy new ones, all from the comfort of you own home.

Switch funds

If you want to move your investment from one fund to another, you can online.

Show me fund prices and performance

If you are not registered for IPS, or do not have an IPS investment, you can view all fund performance using the links below.

See IPS fund performance See Portfolio Bond fund performance See non IPS fund performance General investment information

Helpful links

Need advice? If you want to review your investment and check it still meets your investment objectives, our team of Senior Financial Consultants can help.

Find out more

Current fund range: Choose from the current fund range to expand your portfolio.

See current funds

Attitude to risk: Understand your attitude to risk by taking our simple quiz.

Start the quiz

Current ISA limits: Understand your annual ISA allowance and see what options you have for this financial year.

About the current ISA limits