Wealth Account

Our Two Wealth Accounts are web-based services which enables you to see the current value of your investments held within the accounts.

• Asset allocation report
• Individual fund performance reports, and overall performance reports
  

1. If you wish to access your own SUCCESSION INVESTMENT ACCOUNT, please click here: “Succession Investment Account”.

2. If you wish to access your own STANDARD LIFE WEALTH ACCOUNT, please click here: "Squirrel's Wealth Account".