Personal Financial Portal Guides

Giving you secure access to your finances 24/7

Personal Financial Portal

Welcome to your new Personal Finance Portal video guide section.

Our video guide section provides you with a clear overview on how to use the many features within the Personal Finance Portal.

1. How to register
2. How to login
3. Dashboard overview
4. Customise the dashboard
5. Documents overview
6. Secure Messaging
7. Portfolio and Assets Overview
8. Portfolio and Asset In Depth
9. Spending
10. Profile
11. Goals