Managing your wealth account
Our Online Services page is an incredible resource, and we’d recommend all our clients to register so you can monitor your funds at any time, at your convenience. This gives you access to:
- Up to date, real time valuations of all your plans
- Regularly-updated fund factsheets with Fund Manager Commentary
- PDF copies of documents relating to your investments
- Analysis and Insights articles
For more information on how to register, please click below to watch our simple step-by-step guide.
Printing your latest wealth account
If you have registered for our online services you will now be able to easily print out or download a copy of your latest wealth account. This video shows you how.
Accessing your fund fact sheets online
Our online services page also allows you to view Fund Manager Fact Sheets - offering commentary, insights, and statistics on the funds your money is currently investing into. You can then download and print the fact sheets for future reference, or filing. Follow this video guide to find out where you can access these online.
Changing your correspondence preference
This guide shows you how to change the way you receive correspondence from St. James's Place - by switching from physical post to a digital approach you can help us achieve a more environmentally-friendly approach to wealth management.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
