This service is designed to give professional advisers access to all their clients' portfolio valuations online. The facility provides the option to view portfolios either by stock or by sector, and to print copies for future reference.
Advisers can also group client accounts together to create a consolidated view.
- Register for the online valuations service
- Visit the client area to login and to find out more about our online valuation service
Please be aware that your use of our Online Valuations service will be governed by the terms and conditions you have received as a client of Brewin Dolphin.