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Investment Portal

Investment Portal - Product Detail

Stay abreast of your investment portfolio holdings, valuations, transactions and performance with our world-class, online portfolio tool. Access all this information free of charge anywhere, anytime.

Access all this information free of charge anywhere, anytime. Learn how to register, use the online portfolio tools and how to manage your profile.
 

 

 

Some of the benefits

24/7 online services

View all your investment portfolio information in a secure, online portal

Detailed reports

Easily access comprehensive portfolio valuations and statements

Easy set-up

Register to use the online Client Portal in a simple, five-step process

No charge

The Client Portal is offered to investment clients at no additional charge
What you can do
  • Get a general overview of your portfolio and manager information
  • View and filter all your investment transactions
  • Get a graphical view of your portfolio distribution, including market values and percentages
  • See general and detailed positions held within your portfolio
  • Monitor your portfolio performance in greater detail
  • Generate reports and statements on your portfolio
What it costs
  • No sign-up fee
  • No monthly subscription fees
How to register
  • Visit this website
  • Under the section titled ‘Don’t have an account’, select ‘Click here to register’
  • Enter the email address associated with your Standard Bank investment portfolio
  • Click the register button
  • You will receive an email containing your username
  • Follow the link in this email to activate your account
  • You will be prompted to set a password
  • This must be between 6 and 10 characters with at least 1 lower case letter, 1 capital letter, 1 digit and 1 special character
How to reset your password

You can reset your password at any time by selecting ‘Forgot or change my password’ and completing the following steps:

  • Enter your email address to start the password reset process
  • You will receive an email containing a link to reset your password
  • By clicking on the link, you will be redirected to the Client Portal ‘Reset Password’ screen where you can set up and confirm a new password
  • What you can do
  • What it costs
  • How to register
  • How to reset your password
  • Get a general overview of your portfolio and manager information
  • View and filter all your investment transactions
  • Get a graphical view of your portfolio distribution, including market values and percentages
  • See general and detailed positions held within your portfolio
  • Monitor your portfolio performance in greater detail
  • Generate reports and statements on your portfolio
  • No sign-up fee
  • No monthly subscription fees
  • Visit this website
  • Under the section titled ‘Don’t have an account’, select ‘Click here to register’
  • Enter the email address associated with your Standard Bank investment portfolio
  • Click the register button
  • You will receive an email containing your username
  • Follow the link in this email to activate your account
  • You will be prompted to set a password
  • This must be between 6 and 10 characters with at least 1 lower case letter, 1 capital letter, 1 digit and 1 special character

You can reset your password at any time by selecting ‘Forgot or change my password’ and completing the following steps:

  • Enter your email address to start the password reset process
  • You will receive an email containing a link to reset your password
  • By clicking on the link, you will be redirected to the Client Portal ‘Reset Password’ screen where you can set up and confirm a new password