Elson Associates - How to make your investment

Help with your online account

How to add, edit and delete holdings

To add a holding

To add a holding to your portfolio, simply follow the steps below:

  1. Click on the 'Add holding' button
  2. Choose an 'Asset type' i.e. Fund
  3. Choose a 'Fund manager' i.e. Invesco Perpetual
  4. Choose a 'Fund manager fund' i.e. High Income
  5. Select the amount of 'Units' held (this can be found on your contract note or valuation statement)
  6. Choose the 'Product type' i.e. ISA
  7. Choose a 'Plan manager' i.e. Invesco Perpetual (if invested directly) or Aegon/Fidelity FundsNetwork (if invested via a platform/fund supermarket)
  8. Click 'Add fund' if you are happy that the information is correct or 'Reset' to clear your choices and start again

To edit or delete a holding

To edit a holding in your portfolio, simply follow the steps below:

  1. Click on the spanner icon relating to the fund you wish to edit or delete
  2. Change the 'Plan manager' if:
    • The holding was held directly with the fund manager, but has been transfered to a platform/fund supermarket i.e. Aegon or Fidelity FundsNetwork
    • The holding was held via a platform/fund supermarket, but has been transfered to a different platform/fund supermarket i.e. Fidelity FundsNetwork to Aegon
  3. Change the 'Product type' i.e. Unit Trust to ISA
  4. Update the amount of 'Units' held
  5. Click 'Update' if you are happy that the information is correct and to confirm the changes
  6. Click 'Delete holding' if the holding has been sold, merged or renamed (this will have to be re-added) or if you simply want to remove the holding from your consolidated valuation
What are associated accounts?

Information about associated accounts and how to add them, remove them or edit their permissions.

Associated accounts help

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

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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