For Discretionary Fund Management (DFM) clients:

To view your online portal, please log in to the 7IM platform by clicking the button below.

You can also view your investments by downloading the 7IM app called “7Imagine”, which is available on all major app stores.

If you have any issues logging in to your 7IM account, please contact them directly on 020 7760 8707, as we do not have access to the client portal.

For advised and self-directed clients:

Please use the links below to access the external login pages on Aegon/Cofunds, Fidelity and Standard Life Wrap.

Please do make a note of Aegon’s direct number before proceeding (0345 604 4001).  If you experience problems logging in to your Aegon/Cofunds account or need to reset your password please dial this number and select Option 1.