Here at Roxborough Wealth Management we believe you should have instant access to your portfolio, wherever possible. For this reason we’ve teamed up with Ascentric to allow all our clients around the clock portfolio access, allowing you to hold, view, and place orders as and when is most convenient to you.
Through our online portal we’ll help you establish and select the funds, stocks, shares, and tax wrappers that are appropriate for your situation, with you then being able to buy and sell any assets you own through the portal.
In most cases you will also have access to all your documentation, and real time valuations of your investments.
Transactions are always viewable online, and we issue a valuation statement every six months and a Consolidated Tax Voucher (CTV) every twelve to make completing your tax return that much easier.
If you’ve already signed up for online portfolio access you can login below. For a complimentary, no obligation discussion about setting up an online portfolio access account, contact us today on 01932 825233 or email firstname.lastname@example.org