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To monitor the progress of all of your investments, click on the following link:

Client Login

 

                             (you may need to maximise your screen)

 

 

For your help and guidance, at the first screen you will be asked for the following information:-

                                                       Access ID - 807

                                                       Username and password

                                                       (see fig.1).

 
fig. 1

 

 

 

 

 

Depending on how your computer is set up, if you want to tick ‘Remember’ this will save the above information.

 

For the first time, after inputting the above access ID etc., press login without the need to complete the passphrase.  You will then be prompted to set up a PASSPHRASE (this needs to be 12 characters long).

 

Future login’s will prompt you for only 3 out of the 12 characters you have chosen from your unique passphrase AND then press login.

 

 

This will then take you through to your home page, listing the details of your investments

(see fig. 2).

 
fig.2

 

 

 

 

 If you double click on the various icons on the right hand side you can obtain an indepth valuation of your individual investment(s), amend your personal details and send any secure messages to us here at NBS Financial Planning Ltd.

 
 
 
NBS Financial Planning Ltd are Independent Financial Advisers authorised and regulated by the Financial Services Authority No. 497373.