Account portal

Our Account Portal is a secure online tool that gives you access to a detailed history of transactions for your client’s SIPP bank account. If you already have online access, log in below.
Log in now

Not registered for online access? Our dedicated sales support team can help.

Request access now
You’ll need to give us the following information:

  • Name and email address
  • Your individual FCA number (where relevant)
  • Details of the CF30 employee in your firm sponsoring your application (where relevant)
  • Firm details including company name and FCA number

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