Walker Crips vs Octo Members Community

- Account overview: Get a clear overview of your investment portfolio, including asset and cash balances and overall valuations. - My holdings: A breakdown of each of the individual holdings in your portfolio, displaying the number of units held, the cost of the holding, its current price* and your gain/loss. - Transaction history: Track and review your investment transactions with our comprehensive Transaction History page. - Communications: Stay organised and informed with this feature which conveniently lists all important account-related correspondence, such as trade confirmations, statements and letters. - Account management: Take control of your account with our Account Management section, enabling you to easily update contact details, manage linked accounts and regularly change your password for added security. At Walker Crips, we are committed to providing exceptional investment management services. Our app is designed to offer you a seamless and intuitive experience, combining convenience with powerful features. *Current price is based on 15-minute delayed price, or last available price as provided by our market price vendor. Walker Crips Investment Management Limited cannot be held responsible nor liable for the accuracy of the price data. If you notice market price discrepancies, please notify your investment manager.

Octo Members is the very first private community for UK financial services professionals. Together we’re creating the largest, most comprehensive community-generated collection of ideas, experiences and world class content created exclusively by and for our members. We invite you to Connect. Share. Engage. Join us to meet thousands of fund managers, advisers, consultants, marketers and paraplanners like you who are connecting in a trusted peer-to-peer community around topics like: + Advice + Economics + Practice Development + Portfolio Construction + Investments + Regulation … and much more! To learn more about the community and request membership, visit: app.octomembers.com