If you are an existing client you are no doubt aware that you have the option to log-in and view the plans you hold with MJB via Web Portal on the ‘Client Log-in’ page of our website.
We have emailed all clients currently using this facility to inform you that for your added security this log-in page is changing to Wealth Platform. It is located in the same place on our website menu.
The image we showed on the email was of a bridge with a sunset, however, this may appear as a blue sky with white clouds depending on the image you choose in the bottom left hand corner. Don’t be alarmed..it’s the log-in box in the centre which is important. We apologise in advance if for any reason you failed to receive the email notification.
You may be required to go though a new registration process, but please try your existing log-in details first to see whether they are functioning, before you re-register. To improve security you may be required to include, not only an email address, but also a mobile number at some point during the registration process. This is so that a set-up security code can be texted to you.
Please be assured that this is is purely an administration change and will have absolutely no impact on your holdings.
I trust that you will appreciate how important it is to have sensitive information kept secure and I hope the changeover will not cause you too much inconvenience.
If you wish to view your joint or your partner’s holdings please click on the bobble icon in the top right hand corner of your Wealth Platform page (it has a picture of a person). Click the drop-down arrow and choose ‘My Preferences’, tick ‘Include Joint’ and/or ‘Include Partner’ and ‘Save’. You only have to do this once, however, if you and your partner log-in independently and you both wish to see each other’s holdings, you will both need to tick these boxes and save.
IF YOU DO NOT WISH YOUR PARTNER TO BE ABLE TO VIEW YOUR PLANS YOU NEED TO CONTACT US SO WE CAN TURN OFF THIS OPTION.
If you do have any problems with accessing this, please either phone the office on 01243 771777 or email your designated Adviser on the relevant email address below…