IFAs can reset an investor’s portal password directly through the Portal.
Investors have read-only access, so they cannot request or trigger their own reset.
How to Reset an Investor’s Password
- Go to the Investors tab.
- Select Web Access.
- Choose the relevant investor.
- Scroll to the bottom of the page.
- Select Reset Password.
A temporary password will be issued and is valid for 24 hours. If the investor does not log in within this time, a new reset will be required.
For help with failed logins or access issues, please see our troubleshooting guide:
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