Password resets

Modified on Fri, 28 Jun, 2024 at 12:56 PM

IFAs have functionality in the Portal to instruct password resets for investors. 

The Investors only have Read-only access to the portal, so they do not have this functionality. 

To reset the password of an investors account, follow the steps below:
1. Select "Web Access" in the Investors Tab.

2. Select the relevant investor, then scroll to the bottom of the page.
3. Select "Reset Password".

Business Owner Details

For Internal Use Only:

Business Owner Team: Hannah Reddish

Business Owner Contact Details: [email protected] 

Note: All Knowledge Base updates are approved by the Business Owner.

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