Charles Stanley My Accounts

Charles Stanley Wealth Managers seek to help you create a more secure financial future. With over 200 years of experience, we have created financial security for tens of thousands of people with a wide range of Financial Planning and Investment Management services. The “MyCS” app allows clients of Charles Stanley who are registered for online account viewing, to access their accounts through their iPhone or iPad's. With this app, Charles Stanley offers you access to: • Pay money into your accounts • Near real-time Portfolio Valuations and Cash Transactions • Investment Reports, Tax Packs and other important documents • Portfolio changes, including corporate action movements and contract notes • General market data, price alerts and news • Secure two-way messaging directly with your Investment Manager To gain access to the App, you should log in using the credentials you chose when registering on the MyCS website. If you have not yet done so, please contact your account manager. At Charles Stanley, we are committed to improving our client's satisfaction and experience, by continually bringing new functionality and improved look and feel to enhance your user experience. At the same time, we will always ensure that we maintain the security of the App for your peace of mind. The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns. Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies. Charles Stanley & Co. Limited is registered in England number 1903304. Registered office: 55 Bishopsgate, London EC2N 3AS.