Register for an online account

We offer a free online user account. The benefits of having an online account are:-

• Valuations - view up to date valuations of all your funds registered under our agency. You can even add other investments or shares you may have elsewhere.
• Performance - view the performance of your funds over periods from 1 day to 5 years comparing them to their sector averages, position and quartile rankings.
• Portfolio scanner - our portfolio scanner analyses your portfolio at the click of a button. It shows you the asset split, region split and sector split together with overall performance data and top holdings of your portfolio.
• Investment history - gives you details of investments you have placed through us over the past.
• Personal information - this shows you the personal information and contact details we have on record for you which you are able to edit and update.
• Billing history - some of our clients pay their fees to us on clean share class funds they hold outside of platforms. If applicable you will be able to see a record of fees collected.
• Associated accounts - an associated account is an online account for an Elson Associates client who has given viewing and/or editing permissions to another, i.e. husband or wife. This may be because there is only one person who manages all of the accounts for his/her family or because there may only be one email address per household.

Creating a free online account requires the use of a valid email address. We will send you an email containing a link to validate the email address given. To continue setting up an online account please click the button below.

You can link your online account to your existing client account in order to retrieve and manage existing account information.

Create account

Have a validation code?

If you have already received an email to create your account and want to use the validation code, please click the button below.

Enter code