Client Area
Online Valuations
This page answers some common questions relating to our online valuation facility
Q. Can I see valuations online?
A. Yes. We have an online valuations facility for clients who hold their investments in Speirs & Jeffrey custody. There is no additional charge for this service. Please note that our online valuations facility will only show holdings that are held in our full nominee or ISA services. Therefore, if you transfer investments to S&J from another broker, for example, they will not appear online until they are in our custody.
Q. What information will I have access to?
A. The service allows you to view the valuation of your account (together with cash balances) as at last night's close. Updated prices and transactions from the previous day should be visible by around 9am in the morning. You will be able to view cash statements and transaction statements for the current tax year. Additionally, we have a Market News section, providing the latest news and investment information. Please note, the service will not allow you to instruct transactions online.
Q. How secure is the online valuations service?
A. We take the security and privacy of your personal details and transactions very seriously. Consequently, we have been very careful in developing and testing this facility and have obtained industry leading accreditation for our online security system, which is equivalent to that of an online bank account.
Q. How do I register?
A. Registration for this service is quite straightforward. Simply click on Register at the top right hand corner of our website and fill in the registration form, which will open in a new window. Once your registration has been completed, you will receive an Activation Code by email, and a Username by post. You must have both of these pieces of information in order to activate and log in to your account.
Q. Can I access multiple accounts online?
A. Once your registration has been completed, it is possible to add further client codes (such as Trusts or other family accounts that you are eligible to view) to your online account. To do this, simply log in and click on Add Account in the left hand menu. This is only available once your initial registration and activation has been completed.
Q. Can more than one individual have access to the same account?
A. Certainly. In the case of Trusts or family accounts where there are a number of interested parties, each individual can complete their own registration to have access to the respective account(s).
Q. Who can I contact with any other questions/problems?
A. Our Website Team is available Monday-Friday 9.00am-5.00pm and will be happy to help with any queries or problems you may have. They can be contacted on 0141 248 4311 or by email at onlinevaluations@speirsjeffrey.co.uk.
