Everything you need, at your fingertips
Once you’ve signed up to the Wealth Portal, not only will you be able to access your investments online, you’ll also discover a whole range of useful support services designed to keep your financial plan on track.
Always know your investment performance
The current valuations of your Schroders Personal Wealth (SPW) investments are instantly available so you can keep up to date with how your investments are performing.
Keep in touch - easily
Find your adviser’s contact details and even message or email them directly from within the Wealth Portal.
See the full picture
You can add details of financial products held elsewhere so that you have a single clear view of your finances.
Keep your details safely up to date
You can check all your personal details and update them directly. This makes sure we always have your most up-to-date details.
Share important documents securely
You can safely and easily share important documents with your adviser by uploading them to the Wealth Portal.
Find out more about SPW
Making the most of SPW
We want you to get the most out of your relationship with us and feel supported throughout.
If you haven’t had a financial adviser before, the following ‘tips’ should help to get you started.
How do I?
The following section provides you with answers to the 10 most frequently asked questions from clients new to SPW, and guides you to resources that offer further information.