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Beaufort Portfolio

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iPhone / iPad
Genres:
  • Finance
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Introducing the new iPhone App for clients of Beaufort Sharedealing and Beaufort Securities.

As an online execution only client of Beaufort Sharedealing, you can use the app to view your portfolio and trade in real time wherever you are, giving you greater control of your investments. And now if you are an advisory client of Beaufort Securities you can use the app to view your current portfolio and online statement, keeping you in touch with your investments performance.

What Can You Do with the App:

· Check the value of your current portfolio
· Check Profit/Loss of your holdings
· View the details of historic transactions
· View your cash statements
· Buy and sell shares directly from your iPhone (Beaufort Sharedealing Clients Only)
Please note that you will need a Beaufort Sharedealing or Beaufort Securities Stockbroking account, Stocks and Shares ISA or SIPP account to use the Beaufort App.

· Open a Beaufort Sharedealing Online Execution Only account now at www.beaufortsharedealing.com. You can be up and running in 5 minutes!

· Apply for an Advisory Stockbroking Account at www.beaufortsecurities.com.

Beaufort Sharedealing is a trading name of Beaufort Asset Clearing Services which is authorised and regulated by the Financial Conduct Authority (FCA Register No. 485165), and is a member of the London Stock Exchange, ISDX & GXG Markets. Registered in England and Wales No. 06637499, Registered address: 131 Finsbury Pavement, London, EC2A 1NT. Beaufort Securities Limited is authorised and regulated by the Financial Conduct Authority (FCA Register No. 155104), and is a member of the London Stock Exchange. Clearing and Settlement is provided by Beaufort Asset Clearing Services which is authorised and regulated by the Financial Conduct Authority (FCA Register No. 485165), and is a member of the London Stock Exchange, ISDX & GXG Markets. Registered in England and Wales No. 06637499.