Welcome to Pilling & Co’s Client Web Access (CWA) area. This service allows you to view on-line valuations for your ISA, SIPP, CTF, JISA, Nominee, Investment Managed and Discretionary Managed accounts with us.
You can view all of the above types of account providing the stock is registered in our nominee account. Your accounts will be grouped so you can view them individually or as one large portfolio. For example, you can view your ISA separately from your SIPP or group them together to view as a combined portfolio making asset allocation easier across your accounts.
If you have already registered for this service click on the following link to login to our secure website: https://www.pillingcwa.co.uk/login/
You may also group accounts of more than one person, i.e. your spouse or partner etc. However, you must provide a third party authority giving us permission to allow you to view the accounts from the person concerned.
You will be able to view valuations using the closing prices from the previous day’s business and the available cash of your accounts.
To register for this service please email your details including your account numbers to: firstname.lastname@example.org.
We will allocate you a username by email and a password which for security reasons will be sent by post. You can change your password to something easy to remember once you have logged in for the first time.
When emailing your request please quote all your account numbers to enable us to group your accounts.
If you wish to group your accounts with other persons, i.e. your partner or spouse, please state this at the time of your request and we will email you a form to print off. This should be completed and signed by the person giving the permission and returned to us in the post.