Existing investors
You can see how your funds are performing and check their current price (updated daily). If you're already investing through the Investor Portfolio Service (IPS), you can also buy, switch and top up your existing investment online.
If you are already investing through IPS, your client reference number will be 8 digits long and start with a 50 e.g. 50xxxxxx.
Existing IPS investors
See how your funds are performing with daily price updates and chart your funds' performance, or you can buy, switch or top up your existing investment online.
View fund performance
View fund performance and price, chart your selected funds, or create and view a Portfolio Overview report.
How to manage your funds
Information on how to top up existing funds, add new funds, or switch from one fund to another.
Log in or register
If you are already investing through IPS, you can register for their service to view and manage your IPS investment online. You'll need your client reference number.
Existing investors - Non IPS
See fund performance, updated daily, and find out how to manage your existing investment.
View fund performance
View fund performance and price, updated daily.
How to manage your funds
Information on how to top up existing funds, or switch from one fund to another.
Portfolio Bond investors
If you hold a Portfolio Bond, you can see how your funds are performing, updated daily, and find out how to manage your investment:
View fund performance
View fund performance and price, updated daily.
How to manage your funds
Information on how to top up existing funds, or switch from one fund to another.
Helpful links
Financial advice: If you need some help, or if you have more than £20,000 to invest, book an appointment with a Senior Financial Consultant for a no-obligation review.
Book an appointment
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