We have recorded a selection of very short video tutorials to help introduce you to the new portal and get the best out of what it has to offer. The below videos show test clients and are an introduction to the different functions within the portal – should you need anything else please don’t hesitate to contact your Financial Adviser of a member of the Casterbridge Team – Contact us
Client and adviser login – Logging in to your new portal with your username, password and memorable word.
Account information – Viewing your accounts, values and cash.
Holdings report – Viewing your holdings account to view all securities held within your portfolio.
Portfolio explorer – Exploring the asset classes, geographies or industries across your portfolio.
Portfolio performance – Viewing your portfolio performance for your accounts.
Transaction history – Viewing your transaction history, sales and purchases for securities and cash.
Cash accounts – Viewing your cash accounts.
Capital Gains Tax – Viewing your CGT allowances
Investment Manager – How to contact your Casterbridge Investment Manager.
