Mattioli Woods Client Portal

The Mattioli Woods Client Portal helps you to keep engaged with your financial information and interact directly with Mattioli Woods through our secure messaging functionality. The portal is accessible via mobile, tablet, desktop, and laptop. Our portal delivers a professional and personalised digital experience to clients, offering an accurate perspective of their investments and financial life. Clients can select from a suite of menus that provide 24/7 information and functionality. The portal delivers a client first digital experience with a range of features that means accessing secure information is just a few clicks away. Key features • Portfolio Information, including: • Investments • Valuations • Total Wealth • Managed • Non-Managed • Other investments • Pensions • Annuities • Liabilities • Documents & Messages • Inbox • Secure messaging • Digital signature • Notifications • Advice • Client factfind In summary, your investments are: • Easy to understand, as we’ve stripped out all the jargon and you can readily see where your money is invested and how it is performing. • Secure, as your investments are managed in accordance with UK regulation and protected by the Financial Services Compensation Scheme (subject to eligibility criteria and terms). Important The value of investments and the income from them can fall as well as rise and you may not get back the full amount invested. Past performance is not a guide to the future and our projections are not a reliable indicator of future returns. Tax treatment depends on your individual circumstances and tax rules can change. Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority. Terms and conditions apply. Visit https://mattioliwoods.com for more information.