Online Portfolio Service
View your investments securely online, whenever you want
With our new 24/7 secure online service you can view:
- your investments in real-time.
- the current value of your investments and number of shares held.
- 18 months of transaction history.
- your dividend history.
- your current address and special instruction information.
- your bank account details including where we send your dividends and redemption proceeds (if applicable).
Please note, our Online Portfolio Service is currently not available to our Regular Savings Plan or Lloyds TSB Managed Portfolio Service shareholders.
You can be assured that all your information will be sent securely.
There are two ways you can see if you have a secure connection. The first few characters of the web address in your address bar will change from the usual http to https — the 's' stands for secure.
You'll see a little padlock icon, in the locked position, appear in the bottom right-hand corner of your screen. This means the information you've entered will be encrypted, i.e. will be sent to us using a secret code that will be unintelligible to unauthorised parties.
For further information on the Online Portfolio Service call us on +44 (0)1534 845555 Monday to Friday 9.00am – 5.00pm (UK time).
- Select "Shareholders register now" on the right hand side.
- Enter a few personal details. You'll be asked to create your own Password and Memorable Information that you'll need to remember when you log on.
- Call us, and once we have verified your details we'll send you a letter with your User name.
- Log on using your User name, Password and Memorable Information.