The valuations section of our site allows you to see the current value of, and edit your investments. In order to make full use of this facility you should be registered for online access, only then will you be able to have unlimited access to investments placed through Elson Associates including those invested elsewhere.
The valuations provided are for investments from two sources; information for holdings that are provided to us by plan managers and information for additional holdings provided by you. Please click here for more information.
Many of the investments made through us will be reflected in the information provided to us by plan managers. However, there may be some investments made through us that are not reflected in this manner (currently we do not have online access to information from all the investment companies). In these circumstances and where you hold additional investments outside our agency, you can still add these other investments to your online portfolio to provide a more comprehensive view of the value of your investments.
Information about associated accounts and how to add them, remove them or edit their permissions.
Associated accounts 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