Charles Stanley Direct vs TrinityBridge

With over 200 years’ experience, Charles Stanley is here to help you achieve your financial goals and create a secure financial future. Use our low-cost trading platform to manage your financial future and make investments online. Fast, flexible, secure. We are here to help you achieve your financial goals and create a secure financial future for you and your family. - Sign up to become a new client or open a new account, choosing to invest either using a Stocks & Shares ISA, Self-Invested Personal Pension (SIPP), Individual or Joint Investment Account or Junior ISA for your child. - Securely view and manage all your Charles Stanley accounts and investments in one place. - Build and manage your investment portfolio by trading in our extensive universe of stocks, funds, ETFs and investment trusts. - See your total portfolio value and its performance in real time. - A wealth of information is available about each holding such as value, sell price, change in value, cost, historic yield and fund size. - Interactive graphs show the performance of each investment over time. - Customise your information by filtering your holdings alphabetically, by value, sell price, change in value, or cost. - Pay money into your account. - Access all your important documents in one place. - Contact us with secure messaging from our supportive Client Services team. If you require further support, please contact our Client Services team on 0131 550 1234 or email info@charles-stanley-direct.co.uk (open 7.30am -5pm, Monday - Friday). At Charles Stanley, we are committed to improving your satisfaction by continually bringing new and improved capabilities to enhance your user experience. At the same time, we will ensure we maintain the app’s security for your peace of mind. Please note: 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 Direct 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.

• Monitor portfolio performance • Review account activity and transactions • Analyse your investments • Read documents and notifications • 24/7 access For existing TrinityBridge clients only. To find out more about becoming a client, visit www.trinitybridge.com/get-in-touch. ----------- We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction. Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments. Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf. Investments can fall as well as rise so you could get back less than you invest.