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Online access to your investments

Opening an account is very simple and you can make an investment straight away!

If you are a new customer and want to open an account, please follow the steps below.
OR
If you have received your client reference but have not registered your account, please proceed to stage 6.

STEP 1
If you are new customer select:

Open a new account

STEP 2
Enter your details.

STEP 3
Select your product & funds

STEP 4
Complete screens 5 to 7, confirming your details and enter your payment information using the worldpay system.

STEP 5
You will receive your client reference details by e-mail. For security purposes you will need to register your details. Your username and password will be sent to you by post.

STEP 6

If you are an existing customer and have received your registration e-mail, select ‘login’ and then ‘register details’.

OR

For customers who have assets on the platform but have yet to register)

Log in to your account

 

STEP 7
Your username and password will be sent to you by post.

STEP 8

Log in to your account

Once you log into your account you will be able to:
• View the value of your investments
• View any transactions on your account
• Buy, switch or sell any of your holdings
• Buy or sell a product
• View previous Cofunds correspondence
• Update your details. E.g: change of address

 

Platform Key Information Document*?

*Including the ISA Key Features Document

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