Click here to log in to Perks Portfolio Service

 

Perks Portfolio Service Login - Client Access

Clients using Perks Portfolio Service (PPS) are able to use the login below to view up to date information about their investment portfolios. Reports are available that will provide valuable information such as portfolio valuations and transaction data. PPS can also offer reporting that is best suited to individual client needs rather than taking a ‘one size fits all’ approach.

 

In addition to portfolio reporting, clients can also contact their adviser directly with any queries.


How to Login

To login please click the link below. Here you will be able enter your secure username and password which your adviser will have arranged for you. Please be aware that on your first login you will be asked to change your password to ensure your account remains secure.

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What Our Clients Say

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