How can I access Go - Adviser view?
We've made it simple to use; you'll be able to log in to Go with your existing platform username and password and choose a client to view using a fast search function.
Your access is read only, however, you can still see any editable fields such as document preferences and authorisations. This is to ensure that you can support your clients when they have questions on how to use Go.
The benefits of Go
Go allows your clients to view their investments and correspondence online. It’s clear, simple and intuitive, which is why over 50,000 clients are using it. And there are more benefits:
- It’s simple to register your client
- Mobile responsive - can be viewed on desktop, tablets and smartphones
- Convenient and saves time
- Easy to view detailed information on the value of portfolios over time
- Easy to download and save correspondence
- Authorise ad-hoc fees online
To support the launch of ‘Adviser view’, we’ve revamped our Go client view guide which includes instructions on accessing Go and an overview of the features available.
I’m sure you'll agree using Go is a great option for you and your clients to engage with their investments. Our ongoing development plan means we'll be adding more functionality over the coming months, so watch this space.
If you’ve any questions, please don’t hesitate to contact your regional account manager.
