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Shareview Portfolio

Shareview Portfolio

The free, easy and secure way to manage your shares

Since it was launched in September 2000, Shareview Portfolio has been the free, easy and secure way to manage your shareholdings online.

It also allows you to:

  • Add a wide range of shareholdings and investments you have including those with other registrars to monitor their value all in one place
  • send your proxy voting instructions in advance of company meetings
  • update many of your details online including your address details or dividend payment instructions
  • research market news and data to help your investment decisions
  • buy and sell shares easily through Shareview Dealing
  • sign up to receive the Shareview newsletter full of useful articles and market reports

 

And it’s just got better…

Shareview’s got a new look and new features to make it more useful and easier to use than ever before. In addition to the features above, we’ve just introduced:

  • A wealth of market news and data to help your investment decisions
  • A simplified registration process for Portfolio including being able to set your own username
  • Email notifications for all updates you make to your holdings through the Portfolio service
  • A summary page giving a complete view of your holdings and employee schemes
  • The Electronic Tax Vouchers (e-TVs) summary that lets you view a given tax year and download them all in printable PDF format

 

What does this mean for existing Portfolio customers?

When you next login you will be invited to create a username (e.g. your email address or something else memorable to you) to replace your current 8-digit user ID. This is completely optional so you can carry on using your numeric user ID if you want to.

 

We hope you enjoy using the improved Shareview service.

How to register

Getting started with Shareview Portfolio is easy. It takes just a few steps to set one up and you can start using it straightaway. You’ll just need to:

  • Tell us who you are
  • Set-up your account preferences and security details
  • Start managing your holdings

It’s as simple as that. We will also send you an activation code by post* which, when entered, will unlock all of the additional features that will help you manage your investments.

In around 5 minutes, you'll be up and running with your own portfolio and be able to manage your shareholdings online, so why not get started now?

Trade now

*UK residents should receive activation codes within 2-3 working days. For non-UK, activation codes are sent by Airmail and subject to local postal services handling.