User guide

Wealth Account summary

The Wealth Account summary provides you with a high level view of your investments with St. James’s Place. The Wealth Account includes all plans owned by you individually or jointly with someone else. The totals include the full value of all jointly held investments.

If you have any questions about the information in your Wealth Account, please contact your St. James’s Place Partner. Alternatively you can contact us on:

Telephone : 0800 028 0615
Email : client.reports@sjp.co.uk

Plan details

The Plan details screen provides a list of all the plans you own (individually or jointly).

In some cases, where there are multiple plans of the same type, these are grouped together and shown under the Plan/Account number heading as ‘Various’. In these instances, a pair of down arrows will be displayed so that you can expand the group to see the individual Plan/Account numbers. You can collapse the group by clicking on the up arrows.

If the Plan details screen includes a group of plans, the plan numbers making up that group will be displayed. Each of these plan numbers can in turn be selected and a further Plan details screen will be displayed for that group.

A fund factsheet is provided within the Plan details screen for each of the St. James’s Place investment funds (fund factsheets are not available for non St. James’s Place funds).

Documents

Where possible, we will provide documents online. You will have the option to either view or download them.

Profile

This section of the Online services website allows you to manage your contact details, delivery method and, if applicable, notification preferences.

Note: preference changes can take up to 24 hours to be applied.

You can also update your currency settings.

Contact us

This option provides details on how to contact St. James’s Place by telephone, post and online.

Frequently asked questions

Who do I contact for help?

If you have any questions relating to the information held on this site or the registration process itself, please contact us on 0800 151 3383. Our lines are open from 8am - 8pm Monday to Friday, and 9am - 1pm Saturday.

What do I do if I have forgotten my logon details?

If you have forgotten your password, you can request a reminder by using the “Forgotten your login details?” link located under the Login button on the Login screen.

If you have forgotten your Client ID or PIN, you will need to re-register and a new set of details will be sent to you.

When is the St. James’s Place Online Services available?

The service is designed to be available every day of the year. In this way, you will always be able to track the current situation of your investments and other holdings. However, there will be periods when we have to take the service off-line to do essential maintenance work.

How up-to-date is the information?

The values shown will normally be for the previous working day and are normally updated by 8am each day. The ‘About your account’ page,within ‘Your Wealth’, confirms the latest valuation date.

How secure is my information?

As you would expect, our security processes are designed to ensure that only you, and those people authorised by you, are allowed access to the information we hold about you and your dealings with St. James's Place.

We have taken all necessary steps to create a secure system that prevents unauthorised access to information; in addition, we continue to monitor the latest developments in security mechanisms to make absolutely sure we take all relevant measures to keep your information safe.

The confidentiality of your information is of paramount importance to us.

Are there any restrictions on what I can access?

You will only be allowed access to data that applies to holdings which you own, or if you are not the owner, only that data which the owner has authorised you to have access to.

More information can be found in the User Guide.

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