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Charles Stanley – My Accounts

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  • Productivity
  • Finance
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Charles Stanley has provided Investment Management, Wealth Management and Financial Planning services to Private Clients, Individuals, Corporations, Charities and Non-Profit Organisations in the United Kingdom for over 200 years.

The “My Accounts” app allows existing Private Clients of Charles Stanley who have already registered for the web “My Accounts” service to access their accounts through their mobile device. An existing “My Accounts” username and password will be required – available through your usual contact at Charles Stanley. 

With this app, Charles Stanley clients can:
•         Check their portfolio valuations, including the prices of any constituent shares and funds 
•         See a cash statement or stock movements for any account 
•         Check the latest Market News 
•         See News, Features & Research from Charles Stanley 
•         Explore market data, including major indices such as FTSE100, Sectors, Risers & Fallers 
•         Share and fund search and factsheets
•         Send and receive secure messages to your investment manager
Clients should use their existing username and password to enrol their mobile device with the app. A PIN will be used for subsequent logins, set upon first enrolment.