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To help us present the right login links for you - please select the location where your financial planner is based.
If you aren't sure of this you can find them on our financial planner team page or check your Terms of Business document.
We'd like to let you know that there is planned maintenance scheduled for the Wrap platform this weekend. The platform will be unavailable to all users from 7am on Saturday 5 September until 8pm on Sunday 6 September.
View investments you hold on Standard Life Wrap - you may know this as Baigrie Davies Wealth Planner.
This is only a name update, and your existing login details will work as usual.
Raymond James provides you with a summary of your accounts, giving you the ability to view your holdings valued at the previous business day's closing price as well as cash transactions for the last 2 years.
Login to Raymond James platform
View investments you hold on Standard Life Wrap
See your valuations and send secure messages to your planner – you might have logged into this previously through the Jones Sheridan website.
View your plan values on Standard Life Wrap - you may know this as the Munro Active Wealth Management Platform. Your existing login details will work as usual.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View investments you hold on Standard Life Wrap – previously called Wealth Account. This is only a name update, and your existing login details will work as usual.
See your valuations and send secure messages to your planner.
Login to Personal Finance Portal
View your plan values on Standard Life Wrap.
View investments you hold on Standard Life Wrap. Your existing login details will work as usual, even though you’ll see your account under the new 1825 branding.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View your Transact investment and assets. To register follow the registration link on Transact page - you’ll receive an access code and a unique pin number
View your FundsNetwork holdings. You can use this link to register for this service – you’ll need your FundsNetwork customer reference number and account number to complete the process.
Secure email communication between you and your financial planner. We recommend you register yourself for this so that any future email content can be protected.
View investments you hold on Standard Life Wrap. Your existing login details will work as usual, even though you’ll see your account under the new 1825 branding.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View your Transact investment and assets. To register follow the registration link on Transact page - you’ll receive an access code and a unique pin number
View your FundsNetwork holdings. You can use this link to register for this service – you’ll need your FundsNetwork customer reference number and account number to complete the process.
View investments you hold on Standard Life Wrap. Your existing login details will work as usual, even though you’ll see your account under the new 1825 branding.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View your Transact investment and assets. To register follow the registration link on Transact page - you’ll receive an access code and a unique pin number
View your FundsNetwork holdings. You can use this link to register for this service – you’ll need your FundsNetwork customer reference number and account number to complete the process.
View investments you hold on Standard Life Wrap. Your existing login details will work as usual, even though you’ll see your account under the new 1825 branding.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View your Transact investment and assets. To register follow the registration link on Transact page - you’ll receive an access code and a unique pin number
View your FundsNetwork holdings. You can use this link to register for this service – you’ll need your FundsNetwork customer reference number and account number to complete the process.
View investments you hold on Standard Life Wrap. Your existing login details will work as usual, even though you’ll see your account under the new 1825 branding.
If your investments are held on the Aegon platform you can log in or register here to see values online. You'll need your Aegon client number to complete the process.
View your Transact investment and assets. To register follow the registration link on Transact page - you’ll receive an access code and a unique pin number
View your FundsNetwork holdings. You can use this link to register for this service – you’ll need your FundsNetwork customer reference number and account number to complete the process.