Personal finance portal

Access your finances 24/7 through our secure Personal
Finance Portal to see your complete financial picture in
seconds – any time, any place.

Access to your finances 24/7

With advances in technology, you’re probably carrying out more and more of your daily tasks and interactions online. That’s why we’ve introduced our Personal Finance Portal, an innovative app that enables you to see your complete financial picture in seconds – any time, any place.


Secure, convenient and easy to use The Personal Finance Portal allows you to:

Benefit from bank-level security: Secure login gives you total peace of mind, and the built-in encrypted messaging feature means you can always communicate with us safely.

Access your info whenever and wherever you need to: View your personal finance data 24/7 across desktops, laptops and mobile devices.

Store all your documents in one accessible place: House all your important documents, both financial and personal, in a single online vault that’s secure and backed up.

See a complete picture of your finances: View your long-term savings and investment information online. And, when you choose Premium benefits, you can combine this with your short-term finances, such as bank accounts, credit cards, loans and mortgages.

Stay up to date: Accounts, transactions and balances are refreshed daily and displayed in a visually engaging way that’s easy to understand, so you’ll always know where you stand.

Next steps

Download our brochure to discover more about the Personal Finance Portal, or register now to get started.

Alternatively, if you would like to discuss your personal finance needs with an independent adviser, our team is on hand to help.

Contact us