# Charles Stanley My Accounts — Monitor your investments

> Investment account access and management for Charles Stanley clients. (iPhone/iPad app by Charles Stanley & Co Ltd.)

- Source: https://appshunter.io/ios/app/charles-stanley-my-accounts/id915766742 (this page in markdown: same URL + `.md`)
- Developer: [Charles Stanley & Co Ltd](https://appshunter.io/developer/915766745)
- Category: Finance, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 41 MB
- Languages: English
- Released: 2015-11-25
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/charles-stanley-my-accounts/id915766742/reviews.md

## What is 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 is a trading name of Raymond James Wealth Management Limited, which 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.  Raymond James Wealth Management Limited is registered in England No. 1903304. Registered office: Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY. VAT number: GB 524732945.

## Key features

- Portfolio valuations
- Cash transactions
- Investment reports
- Secure messaging
- Price alerts
- Pay money into accounts

## Recent user reviews (10 of 23)

All indexed reviews: https://appshunter.io/ios/app/charles-stanley-my-accounts/id915766742/reviews.md

### 2/5 — Good when it works

*2023-12-09, version 6.1.0*

Decent app let down by the fact the service is constantly unavailable. Find a way to update your software without taking everything offline all the time 🤯🤯🤯🤯

### 4/5 — Almost there

*2021-02-03, version 6.0.7*

I find this app very useful for keeping an eye on my investments.  The only thing I find annoying is when I go to look at statements it defaults to the last date I looked at. Why not default to the last 30 days and then allow for changes?  The first few times I used it I didn’t realise this and just thought there hadn’t been any further transactions.

### 2/5 — Unstable. Often needs reinstalling.

*2020-09-15, version 6.0.1*

Good app when it works. Plenty of information although not particularly intuitive.  Slightly annoying that the headline value only updates overnight. 

The main issue is that approx once a month the app stops working so you have to delete it, log into the website then reinstall. Not the end of the world but annoying.

### 1/5 — Very poor app

*2020-09-10, version 6.0.1*

This app is great with the information it provides.....when it’s working. It will be fine for months and then won’t let you login claiming you are not connected to the internet when clearly one is. Try and reset your password and you might as well forget it and just try and get a life. Whilst I’m enormously happy with Charles Stanley as a financial company, this app is not good when it comes to run of the mill glitches and doesn’t reflect well on their core business. They would be better off without it as I am going to be from now on. Not good enough.

### 2/5 — Very poor app

*2020-08-17, version 6.0.1*

Invariably the website is down and this is followed by further logging in problems.  Not very happy with investments and the app now, have already moved my pension away so will probably follow with isa’s etc shortly.  Very disappointed in this company.

### 1/5 — Stopped working a month ago

*2020-05-02, version 6*

Was ok until last release, now claims not to be connected to the internet (the phone is it work fo e in every other app), claims wrong username/password combo, it’s not it’s saved in keychain and works for the website. I have just deleted it, old app still works but that has an awful UI.

### 2/5 — Frequent error logging in

*2020-04-22, version 6*

Frequently requires to be deleted and reinstalled to allow me to log in, due to apparently not finding a WiFi signal.

### 1/5 — Can’t log in

*2019-10-25, version 5.0.2*

Says my username and password is incorrect, despite the fact I am able to go to the website and log in with that same username and password. 🤔

### 3/5 — Not for the average investor

*2019-04-01, version 4.4*

The previous version was more user friendly and simpler to find your way around. This is complicated by trying to provide far too much information and the information that non- professional investors may want is not the default. Most annoying is that the statements don’t update automatically. Set the filter to the last 30 days on 30 March and you get the whole of March. Come back on 30th April, it shows “last 30 days” but you will still get the same statement for March and not April. You then have to re-set it manually. Frustrating.

### 1/5 — Not Smart Phone Friendly

*2018-09-01, version 4.1.1*

Just way to much info ... can only
show 3 holdings at a time when the screen is rotated a bit useless when your overlooking 30 plus holdings.
The whole thing needs compressing
down with some columns over generous and others totally irrelevant like the symbol column which is a no option removal.

## Frequently asked questions about Charles Stanley My Accounts

### Is Charles Stanley My Accounts secure?

Yes, Charles Stanley is committed to maintaining the security of the app for your peace of mind. They use secure two-way messaging directly with your Investment Manager.

### What devices does Charles Stanley My Accounts support?

Charles Stanley My Accounts is available for iPhone and iPad. It is not currently available for Android devices.

### How do I access my accounts with Charles Stanley My Accounts?

To gain access, you should log in using the credentials you chose when registering on the MyCS website. If you have not yet registered, please contact your account manager.

### Can I pay money into my accounts using Charles Stanley My Accounts?

Yes, the app allows you to pay money into your accounts. This feature is available for registered clients.

### How often is Charles Stanley My Accounts updated?

The app was last updated on January 15, 2026, with version 6.3.2. Charles Stanley continually brings new functionality and improvements to the app.

### What kind of financial documents can I access?

You can access Investment Reports, Tax Packs, and other important documents related to your investments. Portfolio changes and contract notes are also available.

### What is the age rating for Charles Stanley My Accounts?

The app has an age rating of 4+. This indicates it is suitable for a wide range of users, though financial services are typically used by adults.

## Version history (last 5 releases)

### 6.3.3 — 2026-05-28

We have made some updates to ensure security for the App

### 6.3.2 — 2026-01-15

We've made various updates to support our clients

### 6.2.1 — 2025-07-04

We've made an update to our Legal Entity details

### 6.20 — 2024-06-24

We have updated our registered address and made some bug fixes

### 6.1.0 — 2023-03-04

Bug fixes and enhancements.

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## More apps by Charles Stanley & Co Ltd

- [Charles Stanley Direct](https://appshunter.io/ios/app/charles-stanley-direct/id1297304657)
- [Raymond James Client Access UK](https://appshunter.io/ios/app/raymond-james-client-access-uk/id6754564975)

All apps by Charles Stanley & Co Ltd: https://appshunter.io/developer/915766745

## Related topics

[charles stanley my accounts](https://appshunter.io/ios/topics/charles-stanley-my-accounts)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*
