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Online Wealth Account Guide

Online Wealth Account Guide

This document highlights the key Online Wealth Account functionality and the process of registering for Online Services with an activation code, enabling you to access Online Services immediately.

 

You can contact your St. James’s Place Partner if you do not have an activation code, as this can be generated and given to you over the phone. You may already have received an activation code in correspondence from St. James’s Place, such as your Quarterly Valuation Statement, please be advised that activation codes are only valid for a limited time.

 

The Online Wealth Account enables access to a range of services online.

 

Current capability includes the ability to:

 

• Use your debit card to make payments to St. James’s Place.

 

• Top up your ISA with your debit card at a time that suits you.

 

• View the value of your investments in a range of currencies and see a breakdown of that valuation.

 

• Access SJP Insights for the latest investment news.

 

• Receive electronic correspondence and update your preferences. (By registering for electronic correspondence, you will be helping us to reduce our environmental impact).

Online Card Payment
Online Wealth Account

7 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
abbeygatewm@sjpp.co.uk

Registered in England and Wales
Company No.06803554

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.