Pilling & Co’s Client Web Access (CWA) 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.
Key features of CWA include:
- View all your Account Balances
- Get up-to-date Valuations
- Export your Portfolio Detail into Excel
- View and Download Contract Notes
- View and Download Consolidated Tax Vouchers
- View your Portfolio Breakdown
- View recent Pilling Publications
- View recent Documents and Correspondence
- Personalised Management Reports (Discretionary and Investment Managed Clients)
If you are a new customer CWA will be set up for you automatically with your username being supplied on your terms of business and your password being sent to you by email. If you are an existing customer please request access to CWA by clicking on the register button below.