How to add your other shareholdings, not managed by Equiniti, to your Portfolio
Once you have activated your Portfolio and logged in you can start to build your Portfolio quickly and easily by clicking on the ‘Add Investments’ link in the left hand column of your portfolio under ‘Your Investment’
The following steps will guide you through the process of adding additional shareholdings you wish to view through your Portfolio that are not managed by Equiniti:
- Following selection of ‘Add Investments’ you will be taken to the page ‘What product or holding would you like to add to your Portfolio?’
- As you require to add a share holding that is not managed by Equiniti you will need to select the 'Shareholdings' option from the ‘Product’ drop down menu on this page
- As the shareholding you wish to enter is not managed by Equiniti you will not have a Unique Reference Number so the radio button for ‘No’ should be selected when identifying ‘Do you have your Equiniti URN to hand?’
- On selection of ‘No’ the page will refresh and the option to search for the company you have a share holding in will become available (Once you have identified the company your shareholding is in, we will be able to provide you with the companies share price as part of your shares view within your portfolio)
- You will need to select a ‘Search Option’ on how you wish the search be carried out, either as an ‘Exact Match’ (the exact company name) or a ‘Partial Match’ (use this option if you are not sure of the exact company name as this will return anything matching the characters you have entered in your search criteria)
- Enter the name or part of the name (dependent on the ‘Search Option’ criteria) for the company you have a shareholding in and click the 'Search' button
- The results of your search will be displayed at the bottom of the page under the heading ‘Security’. Select the company you wish to add into your Portfolio by clicking on it from the list
- The page will refresh and the company you have selected will now be displayed with a request for you to enter the balance of your shareholding within that company
- Enter your Shareholding balance and select the 'Add' button
- You have now successfully added your share holding to your Portfolio and this will be confirmed as you will see an ‘Add Investment Confirmation’ page.
- Your shareholding will now be visible under ‘Investments held elsewhere’ section on the shares tab within your portfolio
As we do not manage the holding balances of your ‘Investments held elsewhere’ we cannot update the details of any balance changes automatically although we will show an indicative price for the currently saved balance of shares.
To ensure that you can keep the details of your holding balances up to date you can click the 'Amend' button, located next to each of your ‘Investments held elsewhere’ on the shares tab of your Portfolio, to alter the balance when it changes. Once you have clicked this button you can enter your new share balance on the displayed page and click the second 'Amend' button to apply the changes to the shareholding.
Additionally if you no longer have a need to view any of the ‘Investments held elsewhere’, select the 'Delete' button located next to each shareholding listed on the shares tab, and this will remove the selected holding from your Portfolio.
For details on how to add other investments which you have, that are managed by Equiniti, to your Portfolio click here
