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.
In order to do this, clients wanting someone else to manage their account will have to complete a consent form and return it to our office. The consent form is available for download here.
This will then enable the designated person to manage any other accounts of users who are registered clients of Elson Associates (registered clients have a specific client number).
If you do have any questions regarding the above, please do not hesitate to contact us here.
Help with viewing the current value of your investments.
Valuation help
Help with monitoring the current performance of your funds.
About fund performance
Help with using the portfolio scanner to analyse your portfolio.
About portfolio scanner
How to add, edit and delete holdings within your portfolio.
Editing your portfolio help
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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
Please remember that tax advantages of ISAs may be subject to future statutory change. Eligibility to invest in an ISA and the value of tax savings will depend on individual circumstances.
Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111
Authorised and Regulated by the Financial Conduct Authority
Registered in England No. 3595128