How to register for a portfolio

How to register

You can register this quickly and easily by clicking on the 'Register' button in the top left hand corner of the home page. You'll be asked for the following information in this simple five step process:

Step 1 - Your Details

Select Individual
Select product - Shares & Employee Schemes
Enter your Account number - you'll find this on any correspondence you have received from us, such as application forms, option certificates and statements
Select the company in which you hold employee shares administered by us
Enter your first and last name - as it appears on a recent communication from us
Select whether you are resident in the UK or not, if you are, then enter your postcode
Select the 'Continue' button to move on to step 2

Step 2 - Email address and password

Enter your email address, this will allow us to contact you about your account and help in the event that you need to reset a forgotten password. You will need to confirm this email address
Enter a password, this forms part of your login credentials for your portfolio account. This can be between 8 and 14 characters long, must be a mixture of letters and numbers and must contain at least one capital letter (e.g. Pa55w0rd). You will need to confirm this password
Select the 'Continue' button to move on to step 3

Step 3 - Memorable information

Enter your Date of Birth, by capturing your memorable information you are able to enhance the security of your My Barclays Shares portfolio, these details will be used to authenticate your identity in the instance of a lost or forgotten User ID and / or Password
Enter your mothers maiden name, this also forms part of your memorable information
Select three memorable questions for yourself and provide the corresponding answers
Select the 'Continue' button to move on to step 4

Step 4 - Your profile

Your contact details, here you have the option to register your contact details by entering either your mobile phone number, work number (with your extensions) and / or your home telephone number
Select your preference on how to receive correspondence in relation to your holdings either via email or post
Once you have read the terms and conditions select the checkbox ‘I agree to the Terms and Conditions of the service’ and select the 'Register Now' button to move on to step 5

Step 5 - Registration Confirmation

The registration process is now complete and your account has now been created. A User ID will have been generated for your portfolio and it is important to a make a note of this as you will need it to login to your account.
As a new user you will receive an activation code for your portfolio account by post, at the address we hold for you, within a few days (this will vary for non-UK addresses - these letters are sent by Airmail and then handled by local postal services)
On activating your account you will be able to gain access to your full holding information
You can still login to your account prior to activation using your User ID and Password, but you will only be able to view a limited set of information about your holdings.