You can view your Old Mutual Wealth accounts using our online Customer Centre. This guide explains how to register and sign in.

Transcription

1 How to register and sign in to the online Customer Centre user guide You can view your Old Mutual Wealth accounts using our online Customer Centre. This guide explains how to register and sign in.

2 Contents CONTENTS REGISTRATION: Our website 3 REGISTRATION: Starting the registration process 4 REGISTRATION: Your details 5 REGISTRATION: Verify your identity 6 REGISTRATION: Security details 7 REGISTRATION: Confirmation 8 SIGN IN: Enter username 9 SIGN IN: Enter password 0 MY ACCOUNTS PAGE: Overview

3 REGISTRATION: Our website. go to our website, and select the Customer login button.

4 REGISTRATION: Starting the registration process. select the Register button. TIP: There is a video guide on this page showing how to register. 3

5 REGISTRATION: YOUR DETAILS. enter your name and date of birth.. enter your postcode and select Find address, or enter your address manually. 3. Enter your contact details. 4. enter your account number. 5. if the account is held by a Company or Trust, tick the box and enter the name. 6. Select Continue. 4 3 TIP: If you are unsure what you need to enter for your account number, take a look at the help text on the right of the webpage

6 REGISTRATION: Verify your identity To keep your financial information secure, we need to verify your identity by asking for details from a document you may have.. select the image of the document you are using.. if you do not have any of these forms of identification, tick here. You will need to contact us at the end of the registration process. 3. enter the required details from the document, such as your passport number. 4. select Continue

7 REGISTRATION: Security details. select an image and enter a memorable word or phrase that you will recognise each time you log in, to assure you that it is the genuine website.. enter a username, password and confirm your password. 3. enter a question and answer of your choice. We may ask you this security question should you need your password reset, for example. 4. select Continue

8 REGISTRATION: Confirmation Your details have been sent to us and we will send you an confirmation. To complete the registration process and activate your account, select the link on the . In some circumstances we may ask you to call us on a Freephone number to complete the registration. 7

9 SIGN IN: Enter username. go to our website, and select Customer Login.. enter your username, and select Sign in. TIP: If you need a reminder of what to enter, select Forgotten your username? and we will send an to you. 8

10 SIGN IN: Enter password. Check that the image and memorable phrase you chose at registration are displayed to ensure you are signing in to our genuine site.. Enter your password. 3. select Sign in to be taken to My accounts. Note: The first time that you log in, you will be asked to confirm your marketing preferences. We will only send information that is relevant to you and your account(s). You can change your preferences by contacting us on Freephone Tip: Use Forgotten your password? to get your password reset. 9

11 MY ACCOUNTS PAGE: overview. You can change your security information and address using My details.. The total value of your accounts is shown in this section. If you have one account, the graph will show the funds that you have invested in. 3. use Personalise your account to give it a specific name to help you identify it in the online Customer Centre; University fund, for example. 4. if you have multiple accounts they are listed here. 5. select View your account for more detailed valuation and fund information and to instruct fund switch transactions For ISA, CIA, CIB and CRA accounts you can also view documentation from here. 0

12 Calls may be monitored and recorded for training purposes and to avoid misunderstandings. Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB). Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 36393, and respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO4 7EJ, United Kingdom. Old Mutual Wealth Life Assurance Limited and Old Mutual Wealth Life & Pensions Limited are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 046 and respectively. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority with register number VAT number for all above companies is Old Mutual Global Investors is a trading name for Old Mutual Global Investors (UK) Limited and Old Mutual Investment Management Limited both of which are authorised and regulated by the Financial Conduct Authority. Their Financial Services register numbers are 7847 and respectively. Old Mutual Global Investors is registered in England & Wales under number and its registered office is Lambeth Hill London EC4P 4WR. Old Mutual Investment Management is registered in England & Wales under number and its registered office at Millennium Bridge House, Lambeth Hill, London, EC4V 4AJ. VAT number for all above companies is Old Mutual International (Guernsey) Limited is regulated by the Guernsey Financial Services Commission and is licensed to write long-term business under the Insurance Business (Bailiwick of Guernsey) Law 00. Registered number 44. Registered Office at Albert House, South Esplanade, St Peter Port, Guernsey GY AW, Channel Islands. SK0695/4-498/December 04