Registration Check
Please read the conditions and tick the box to indicate that you agree to receive reports electronically.
Welcome to Select Wealth Management
Select Wealth Management makes sophisticated investing easy, benefiting both advisers and clients.
Using this Select Wealth portal gives you on-line access to check your portfolio valuation, cash balances and transactions; investment additions and withdrawals and to review your client details.
Printed portfolio reports are sent to clients at the end of every quarter (March, June, September and December). These include:
Portfolio summary, valuation and performance;
Asset allocation;
Cash and asset transactions;
Schedule of fees;
If you have opted to receive reporting electronically from the custodian, you will be able to access these reports online rather than receiving paper-based reports.
A tax report is available at the end of each financial year.
If you have any problems accessing this ‘Select Wealth portal’, or to reset your password, please contact the Aegis Help Desk on 0800 800 638.
For Advisers - click here to enter the Adviser Hub