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Linking Vantage accounts

This service enables you to link two or more accounts together so that they can be administered from a single log in; making looking after the whole family's Vantage accounts simple and easy.

Giving someone access to your portfolio

When you allow someone to link to your account they will have access to many of the same tools and information as you would if you were logging in to the account yourself.

They will be able to:

  • Monitor the performance of holdings
  • Access statements, valuations and tax certificates
  • Check the amount subscribed in the tax year
  • Carry out portfolio analysis using our free online tools

We will ask for your trading password before deals can be placed on your account, this is for your security so please do not give it to anyone else.

When you log in to your portfolio, the time and date of the last log in is displayed on the top right hand corner of the page.

You will also see the names and client numbers of anyone with permission to access your account at the bottom of the page when you are logged in to your portfolio.

You can cancel access to your account at any time by calling us on 0117 980 9953.

Linking to other accounts

When you link an account to your own, you will have access to that account but it will not automatically have access to your account.

Once you have linked accounts you will have access to many of the same tools and information as you would with your own account.

You will be able to:

  • Stay up-to-date with the performance of holdings in the linked account
  • View statements, valuations and tax certificates
  • Check the amount contributed in the tax year
  • Analyse the portfolio using our online tools

When placing deals we will always request a trading password. The trading password is for the security of the account holder and therefore should only be known by them.

Transfer in the family ISAs, funds and shares today

How do I link accounts?

Simply log in to your account and select the Linked accounts tab from the Portfolio overview screen, and then follow these steps:

  1. Click 'Add Account'
  2. Enter the Username and date of birth of the holder of the account you wish to link to
  3. Enter the Master Password of the account you wish to link to

And that's it, you're done! The name and account number of your new linked account will be displayed and you can access the account straight away.

Simply click 'Add Account' to repeat the process.

Add and view linked accounts now