We are excited to announce that our client portal has undergone a makeover! Our new look portal is now live and we can’t wait for clients to take a look.
The updated portal features a sleek and modern design that is easy to navigate and user-friendly. It’s been specifically designed with your needs in mind, providing you with an improved user experience that allows you to access your Chase de Vere account information quickly and easily.
With our portal, you can obtain valuations of your investments; access key financial documents; manage your personal data; complete application forms and authorise transactions; and safely message your adviser.
We’re confident that you’ll find the new portal to be a valuable tool that will help you save time and better manage your relationship with us.
There’s more to come!
The new look is just one part of a wider development plan for our portal that will deliver exciting new functionality to our clients over the coming months.
Not already registered?
Registering for the portal is quick and easy. Simply click here to get started. You’ll be prompted to enter your information, and once your account is created, you’ll be able to start using the portal right away.
If you have any questions about your online account or how to use the service, please do not hesitate to contact your adviser or call us on 0345 609 2002.