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Managing your funds
JustTakeAllMyMoney
Posts: 83 Forumite
Hi and happy new year :beer:
I'm looking to invest some money into funds, I know what types of funds I want to invest in how much etc. However I have a should I expect to be able to login to there sites and see the position of my account at the point in time or at least as of yesterday ?
I'm looking to invest some money into funds, I know what types of funds I want to invest in how much etc. However I have a should I expect to be able to login to there sites and see the position of my account at the point in time or at least as of yesterday ?
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Comments
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Legal and General have a login where you can see the value of your funds, as do Clerical Medical, however I generally stick with III (https://www.iii.co.uk) and use their portfolio tool since I can use it to aggregate all funds I hold with different companies.Conjugating the verb 'to be":
-o I am humble -o You are attention seeking -o She is Nadine Dorries0 -
Cofunds, Fidelity, Transact and Selestia/Skandia have logins available and that covers the main fund supermarkets available through IFAs.
HL have a login which covers the main DIY fund supermarket.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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