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.

Further details for each of the holdings, e.g. Investment, Retirement, can be viewed by expanding the group (click on the + symbol).

Our Online Services allow you to access all your wealth investments in one smart place.

Not only will you have all your information in one place, you can help the environment, too! Our Online Services allow documentation to be viewed seamlessly online, on-demand and ready when you need it.

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:

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. They will display within the ‘Documents’ tile.

There are some correspondences which will continue to be sent in the post, these include:

• Letters with additional enclosures such as terms and conditions, reply-paid envelopes, cheques and return of original documentation • Change of address letters, which are sent by post for security purposes • Correspondence in respect of International Investment Bonds and other St. James’s Place International plans.

Profile

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

And for every client who chooses to go paperless, St. James’s Place will donate £5, to the St. James’s Place Charitable Foundation – helping us support charities close to our hearts.

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.

Please note you should not share sensitive information when emailing us. If you wish to do so, please use the secure messaging portal on your Online Services, or alternatively the “Contact Us” form on the St. James’s Place website.

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 Monday-Friday 8am to 6pm and Saturday 9am-1pm.

Online Card Payments options within the Online Wealth Account

If your St. James’s Place Partner has enabled Online Card Payments, a new tile(s) will display on the homepage.

The ‘Invest more in your ISA’ tile gives you the ability to top-up your ISA with a debit card at a time that suits you. Once the tile has been selected, the ISA investments page will display a list of all the ISAs that you have access to. One of the top ups rule is that you must have received advice and contributed to your ISA within the last 2 tax years (current and/or previous)

The ‘Payments’ tile allows you to use your debit card to make payments to St. James’s Place. You can make an online debit card payment for Unit Trusts, Bonds, Retirement Accounts and new ISAs. Please contact your Partner before investing in a new product or topping up on existing ones.

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 password” link. Similarly, this process also applies if you have forgotten your Client ID or PIN.

If you have forgotten more than one of your login details you can click the ‘Forgotten more than one of your login details’ link located at the bottom of the page under the ‘Login’ button.

What should I do if I experience issues logging in?

If you are experiencing issues logging in, please contact us using one of the following methods and we will do our best to help 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. When this happens, you will see a screen on OLWA informing you of the planned 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.

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