The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Client Portal Hero Dark

Client Portal

Get more from your 7IM account and investments

Our Client Portal allows you to view and track your investments online.

You will also be able to view your:

  • asset allocation
  • investment holdings
  • transaction history
  • reports for your account(s)

To make things even more convenient, we’ve created a simple user guide to tell you everything you need to know.

Not registered yet? You can do so via our Login page

Registering for the portal and viewing your accounts online is not only more secure but is also more sustainable. Find out more about Sustainability at 7IM.

Key features about Client Portal

Client portal overview screen

Account overview

My Overview gives you a simple overview of your account(s), including values and cash available to invest – perfect if you just want to quickly check the state of play.

If your financial adviser has linked your account, for example with family members, you can see their accounts too.

CP Valuation History

Valuation history

Our valuation history tool allows you to check the value of your accounts over different time periods.

You can check a range of pre-set dates or specify your own date ranges.

Client portal allocation screen

Asset allocation and investment holdings

You can view your asset allocation and investment holdings across your accounts or, if you prefer, for each individual account. Clear, intelligible graphics make all of this information easy to read and absorb.

Client portal tabs screen

Available reports

You can also view and download reports for the following:

  • Transactions
  • Contract notes
  • Capital gains tax (CGT)
  • Portfolio valuations
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