Information for Fundzone customers
Find out more about the products and investments available on Fundzone.
Risk warning
The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.
FAQs about the abrdn client portal
On the client portal, you can:
- See a quick summary view of your portfolio
- View up-to-date valuations, product details and documents
- Reset the password and unlock account if needed
You can access the client portal on your desktop, tablet or mobile. For a snapshot of what the portal looks like, have a look at our client portal guide (PDF).
You’ll access the portal using your email address and a password.
When you register using your email address, you can quickly and securely set a password – no need to contact us.
You’ll receive a registration email which refers to Okta - they are our secure login partner. Okta is an award-winning security system that constantly evolves to meet changing security needs, meaning you can be confident your details are safe.
For help with registering, have a look at our client portal guide.
The client portal is mobile optimised, meaning it’s set up to look and feel just like an app on both mobile phones and tablets. Have a look at our client portal guide for more information.
Once registered, you can log in to your account through the client portal login page. You can either bookmark this page, or you can always find it via our website logins page.
If you’d like to speak to someone about these changes, please contact us on 0345 279 2002.
Our lines are open Monday to Friday, 09:00 to 17:00. Call charges will vary.
Contact us
How to get in touch with us for a range of Wrap and Fundzone platform queries.
Important documents
Find links to documents containing key information.