If you've never received login details for our client portal, you will need to contact your Adviser to request them. If you've received new login details from us recently, but they are not working, it's likely your temporary password has expired. Please review the information below to determine the best course of action for you.
If you've never received a Personal Access Number (PAN) or temporary password for the client portal
Please contact your Adviser and request that a login to the new Client Portal be created for you.
If you have received a Personal Access Number (PAN), but the temporary password we sent you in the mail has expired or does not work
You can reset your password by visiting the Forgotten Your Password page here. Your new temporary password will be sent to you in the mail. Please allow 3-5 business days for it to arrive.
If you’ve forgotten your Personal Access Number (PAN)
You can request a PAN reminder email be sent to you on the Forgotten Your PAN page here
If you've previously logged into the client portal successfully but have since forgotten the password you chose
You can reset your password by visiting the Forgotten Your Password page here. If you've previously registered your mobile phone number on the portal, we will be able to verify your identity via an SMS code and email you a temporary password. If you elected not to register your mobile phone number, a temporary password will be sent to you in the mail. Please allow 3-5 business days for it to arrive.
Need to talk to someone?
Please contact your Adviser for general support and to troubleshoot any issues you are having.