When you become a Quilter platform customer, you automatically have access to your own online account. You can activate and view your account via the Quilter app on your mobile, or via the online Customer Centre on your computer, laptop or tablet.
Once you have activated your online account you can use the same username and password to access your account via either the Quilter app or online Customer Centre, whichever is the most convenient.
No matter how many products or investments you have on Quilter's platform, you and your financial adviser can manage your wealth through your online account.
Already registered?
Login nowTwo great ways to access your online account
The benefits of having an online account
Over 260,000 customers are already viewing their investments online, in the same way they do for online banking. Our customers who use our online service like the fact that they can:
Have easy and instant access
All of their Quilter platform investments and CashHub savings instantly available at their fingertips.
Never lose an important document
All their documents have been loaded into their personal online document library.
Have their information more secure
Helping combat fraud because we don’t have to send their personal data in the post.
What can I do in my online account?
With your online account, you can:
- get an instant valuation of your investments, 24 hours a day, seven days a week.
- track your investments' performance, helping you to see how your money is doing.
- check if a transaction has gone through, including money paid in and out
- keep your personal details up to date (such as your email address and security information)
- change your fund choice, including for future contributions.
Having online access has helped me stay organised and it’s been great to reduce the amount of paperwork I receive. Activating was easy, and using my account is just like using online banking.
Janet
78
Quilter Customer
How to stay safe online
Keeping your investments safe is of utmost importance to us. As a company, we have implemented measures to help combat fraud and cybercrime and as a customer, there are also simple steps to help improve your online safety. Find out what you need to know about online fraud, what to do if you suspect something, and how we’re helping keep you safe online.