Elson Associates - How to make your investment

Help with your online account

About 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.

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.

About valuations

Help with viewing the current value of your investments.

Valuation help

About performance

Help with monitoring the current performance of your funds.

About fund performance

About portfolio scanner

Help with using the portfolio scanner to analyse your portfolio.

About portfolio scanner

Adding, editing and deleting holdings

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.

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