Client Portal and mobile app

CRAIGS CLIENT PORTAL & MOBILE APP

Monitor the performance of your investments on any device, anywhere, anytime.

CLIENT PORTAL & MOBILE APP HIGHLIGHTS

DASHBOARD VIEW

See your portfolio positions at a glance, then drill down into asset allocation and individual holding details.


INVESTMENT INSIGHTS

Quick access to our private wealth research and global market data, linked straight from your personalised dashboard.


GO PAPERLESS

Choose your report delivery preferences, so you can access your reports and subscriptions via the portal, from any device.

Keep up to date with the performance of your investments, global markets and the latest research.

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DOWNLOAD MOBILE APP

Visit the Google Play Store or the App Store to download.


NEED HELP?

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CLIENT PORTAL & APP GUIDE

For more information and step by step instructions, read our Client Portal Guide and Mobile App Guide.


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FAQS

Find the answers to Client Portal FAQs and Mobile App FAQs.


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CONTACT

If you still can't find what your looking for, email our Web Help Team or call 0800 226 272 (Mon-Fri 7am-6pm)