Registering for Shareview Portfolio

You can register for Shareview Portfolio via the registration page. You will be asked for the following information in this simple three step process:

Firstly, we need you to enter some details so that we can identify your shareholding.

  • Select ‘Saga plc’ from the drop-down list.
  • Enter your Shareholder Reference.
  • Enter your first and last names.
  • Select whether you are resident in the UK or not. If you are, then enter your postcode.
  • Select the ‘Set up your account’ button to move on to Step 2.

Here, we need you to provide us with some more details about yourself, set up your security information and tell us about your communications preferences.

Your details

  • Your name and address details are shown first here as per the entry on the register. If either are incorrect the registration process may not complete successfully. Please visit our page on how to change your personal details.
  • Enter your date of birth. Note that we will ask for this each time you log in.
  • Set your website greeting, should you wish to be addressed by a particular name.
  • Enter your email address and, preferably, a contact telephone number. Please note, we will only use this to answer a query regarding your Shareview Portfolio.

Your security

These details will be used when logging into your account and to help retrieve your details if they are forgotten.

  • Choose a username. This could be the email address used to register, or another one that is memorable.
  • Choose a password. This must be between 8 and 15 characters long with at least one capital letter, one lower case letter and one number.
  • Select three memorable questions for yourself and provide the corresponding answers.

Your preferences

  • Select how you would prefer to receive communications in relation to your shareholding, either by post or email.
  • For every update to your account, we will send you a notification by email.
  • At this stage, you also have the opportunity to read the terms and conditions as well as the opportunity to check all of the details you have entered in this stage are correct. When you select the ‘Register now’ button, you accept these and will proceed to Step 3 where your registration will be completed.

If there are any further details that require validation, you will be directed to a phone number to call. From this point, you will be able to use your username, password and date of birth to log in to your portfolio.

If your identity is successfully validated, you will be able to login to your portfolio account and have full access to the services.

If your identity remains unvalidated you can still log in to your portfolio account but you will only be able to view a limited set of information about your holdings.

You must have a holding on a participating register in your name and address to use the Shareview Portfolio service.