My Zurich Portfolio. Accessing and viewing the Zurich Portfolio
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1 My Zurich Portfolio Accessing and viewing the Zurich Portfolio
2 The Zurich Portfolio is easy to access and simple to view. You can see the accounts you hold, how your investments are performing and the transactions you ve made. This guide explains how to log in and shows you the type of information you can view. Getting started You access the Zurich Portfolio at myfinancialportfolio.co.uk. Some adviser firms will include their firm name in the address, so the one you ve been given could look like this; firm-name.myfinancialportfolio.co.uk We will send you a user name and initial password in the post and for security reasons, on separate days. When you log in for the first time you will be asked to: Confirm you have read the Terms of Use. Change your password from the one we have sent you (this must be different to your username). Choose and provide answers to three security questions that we will use in the future to verify your identity, if you forget your password. Choose a memorable word. You will be asked for three random letters from your memorable word each time you log in. 2
3 Zurich Portfolio Username Password I ve forgotten my username I ve forgotten my password Next This website is operated and maintained by Sterling ISA Managers Limited. Zurich is a trading name of Sterling ISA Managers Limited. Sterling ISA Managers Limited is authorised and regulated by the Financial Services Cookies Legal Accessibility 2012 Zurich 3
4 Dashboard Portfolio information Information What you can view Once you ve logged on to myfinancialportfolio you ll be automatically directed to, what we call your Dashboard. This provides a summary of information and allows you to delve more deeply into your investments. Dashboard Your Dashboard page provides: 1 A graph showing you how the FTSE is performing. 2 Access to News feeds from leading business and financial websites. 3 An account summary showing today s performance against any time period you specify from 1 week to 12 months ago Access to further information on your; 4 Assets 5 Performance 6 Accounts 4
5 7 4 Assets 7 Filter your asset summary list by date or other drop-down options. 8 View as a pie chart. 9 View in detail Performance 10 Filter the results by from and to dates. 11 View in detail the performance of your portfolio Accounts 12 Filter by date. 13 View a breakdown by type of account. 14 View off platform investments recorded on the Notepad facility. 15 View as a pie chart
6 Dashboard Portfolio information Information Portfolio information 16 Under this tab you can access the information we hold for you or look at the transactions your adviser has made on your behalf. 19 Transactions Payments Filter by: from/to date, deposit or withdrawal, status. 22 Deals Filter by: from/to date, batch type, status. 17 Your details 18 Portfolio details (including your Personal and Account information), Contact details, Banking details, Pension details and Portfolio structure. 21 Transfers Filter by: from/to date, account type, status Investments filter by from/to date, view each investment in detail
7 Dashboard Portfolio information Information Information 24 Under this tab you can see the correspondence produced by Zurich as well as important documents, such as your Terms and conditions and our Key features documents Document library Within this section you can: Search your documents by: document name, type, status. Open your documents Message centre If you have any questions about what you can view or wish to make any changes to your personal information or investment(s), please contact your adviser. View any Platform generated alerts in relation to your Portfolio. You ll be sent an if you have any unread messages. 7
8 Zurich Portfolio Helping you achieve your financial ambitions PW (07/13) RRD This leaflet has been approved for use with clients. Zurich is a trading name of Sterling ISA Managers Limited. Sterling ISA Managers Limited is registered in England and Wales under company number Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.
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