Client Valuations Portal

If you have an investment portfolio with Whitechurch Securities Limited you will
be able to access details of your portfolio online.  Whitechurch Portal Brochure

The Whitechurch online portal provides access to investment information, secure messaging and the ability to login via a mobile application on smartphones and tablets.

Portfolio valuations are updated each working day and you can view you portfolios 24 hours a day to access valuations, cash history and income details. Other benefits of the portal include:
CONVENIENCE – reports and statements accessed anywhere, anytime; removing the burden of paperwork
SIMPLICITY     – all information in one place
SECURITY       – reports and statement information go into a document vault for each personal account
TIMELINESS    – e-mails & text alerts issued regarding updates

The link below will take you to the secure website and you will need to have your login details to hand. If you are unaware of your login details, please call us on 0117 916 6194. 

Access Online Valuations icon 

 

Before you go, please click the link below to let us know if you would like to receive your valuation reports electronically.

Switch to e-reports icon 

 

Other providers

If you have a portfolio with any of the providers shown below you can click on the appropriate logo to access their website. Please note that by clicking any of the links you are leaving the website of Whitechurch Financial Consultants. We are not responsible for the accuracy of the information contained within these websites.

Cofunds Logo Fundsnetwork Logo